IFWM

Institute for Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-11,700	Closed	-$821K	–	523
2022 Q2	$821K	Buy	+11,700	New	+$821K	0.16%	161
2020 Q4	–	Sell	-2,050	Closed	-$204K	–	447
2020 Q3	$204K	Buy	+2,050	New	+$204K	0.05%	391