KWM
Kaydan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-182,040
| Closed | -$10.8M | – | 110 |
|
|
2024
Q1 | $10.8M | Sell |
182,040
-3,336
| -2% | -$198K | 3.68% | 11 |
|
|
2023
Q4 | $11.4M | Sell |
185,376
-46,163
| -20% | -$2.84M | 4.64% | 9 |
|
|
2023
Q3 | $12.9M | Buy |
231,539
+118,246
| +104% | +$6.56M | 5.13% | 9 |
|
|
2023
Q2 | $7.2M | Buy |
+113,293
| New | +$7.2M | 3.02% | 7 |
|