Jamison Private Wealth Management’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
2024 Q4	–	Sell	-249	Closed	-$15.3K	–	466
2024 Q3	$15.3K	Hold	249	–	–	﹤0.01%	319
2024 Q2	$14.4K	Sell	249 -1,258	-83%	-$72.6K	﹤0.01%	306
2024 Q1	$89.3K	Buy	+1,507	New	+$89.3K	0.02%	221