Integrated Wealth Concepts’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
4,615
-1,104
| -19% | -$62K | ﹤0.01% | 1626 |
|
|
2025
Q1 | $329K | Buy |
5,719
+421
| +8% | +$24.3K | ﹤0.01% | 1356 |
|
|
2024
Q4 | $293K | Sell |
5,298
-197
| -4% | -$10.9K | ﹤0.01% | 1379 |
|
|
2024
Q3 | $338K | Sell |
5,495
-54,699
| -91% | -$3.37M | ﹤0.01% | 1263 |
|
|
2024
Q2 | $3.47M | Buy |
60,194
+19,980
| +50% | +$1.15M | 0.05% | 350 |
|
|
2024
Q1 | $2.38M | Buy |
40,214
+13,188
| +49% | +$781K | 0.03% | 463 |
|
|
2023
Q4 | $1.66M | Buy |
27,026
+12,353
| +84% | +$760K | 0.03% | 546 |
|
|
2023
Q3 | $815K | Sell |
14,673
-16,831
| -53% | -$934K | 0.01% | 773 |
|
|
2023
Q2 | $2M | Buy |
31,504
+2,316
| +8% | +$147K | 0.03% | 467 |
|
|
2023
Q1 | $1.91M | Buy |
29,188
+5,186
| +22% | +$340K | 0.04% | 431 |
|
|
2022
Q4 | $1.48M | Buy |
+24,002
| New | +$1.48M | 0.04% | 385 |
|