IWN
Independent Wealth Network’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,098
| Closed | -$314K | – | 251 |
|
|
2024
Q3 | $314K | Buy |
5,098
+141
| +3% | +$8.68K | 0.14% | 165 |
|
|
2024
Q2 | $286K | Sell |
4,957
-88
| -2% | -$5.08K | 0.13% | 174 |
|
|
2024
Q1 | $299K | Buy |
5,045
+5
| +0.1% | +$296 | 0.14% | 167 |
|
|
2023
Q4 | $310K | Buy |
5,040
+694
| +16% | +$42.7K | 0.16% | 148 |
|
|
2023
Q3 | $241K | Buy |
+4,346
| New | +$241K | 0.15% | 163 |
|