IWS
Integrity Wealth Solutions’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-53,267
| Closed | -$2.95M | – | 110 |
|
|
2024
Q4 | $2.95M | Buy |
53,267
+7,476
| +16% | +$414K | 1.65% | 19 |
|
|
2024
Q3 | $2.82M | Buy |
45,791
+453
| +1% | +$27.9K | 1.64% | 21 |
|
|
2024
Q2 | $2.62M | Buy |
45,338
+465
| +1% | +$26.8K | 1.7% | 19 |
|
|
2024
Q1 | $2.66M | Buy |
44,873
+274
| +0.6% | +$16.2K | 1.74% | 18 |
|
|
2023
Q4 | $2.74M | Buy |
+44,599
| New | +$2.74M | 1.9% | 16 |
|