Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Sell |
4,880
-9,330
| -66% | -$524K | ﹤0.01% | 976 |
|
|
2025
Q1 | $819K | Buy |
+14,210
| New | +$819K | 0.02% | 596 |
|
|
2024
Q4 | – | Sell |
-4,447
| Closed | -$274K | – | 1188 |
|
|
2024
Q3 | $274K | Sell |
4,447
-3,522
| -44% | -$217K | 0.01% | 916 |
|
|
2024
Q2 | $460K | Buy |
+7,969
| New | +$460K | 0.01% | 712 |
|
|
2024
Q1 | – | Sell |
-7,723
| Closed | -$475K | – | 1074 |
|
|
2023
Q4 | $475K | Buy |
7,723
+944
| +14% | +$58.1K | 0.01% | 642 |
|
|
2023
Q3 | $376K | Buy |
6,779
+2,783
| +70% | +$154K | 0.01% | 695 |
|
|
2023
Q2 | $254K | Buy |
+3,996
| New | +$254K | 0.01% | 795 |
|
|
2023
Q1 | – | Sell |
-9,921
| Closed | -$611K | – | 948 |
|
|
2022
Q4 | $611K | Buy |
9,921
+1,905
| +24% | +$117K | 0.03% | 459 |
|
|
2022
Q3 | $505K | Buy |
8,016
+684
| +9% | +$43.1K | 0.02% | 503 |
|
|
2022
Q2 | $514K | Buy |
7,332
+2,960
| +68% | +$208K | 0.02% | 531 |
|
|
2022
Q1 | $352K | Sell |
4,372
-14,266
| -77% | -$1.15M | 0.02% | 655 |
|
|
2021
Q4 | $1.67M | Buy |
+18,638
| New | +$1.67M | 0.07% | 276 |
|