Kovitz Investment Group Partners’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
Q1
Sell
-245,540
Closed -$13.6M 1304
2024
Q4
$13.6M Buy
+245,540
New +$13.6M 0.07% 216