Laird Norton Wetherby 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $299K | Buy |
+5,319
| New | +$299K | 0.01% | 724 |
|
2024
Q4 | – | Sell |
-7,081
| Closed | -$436K | – | 949 |
|
2024
Q3 | $436K | Buy |
7,081
+1,859
| +36% | +$114K | 0.02% | 611 |
|
2024
Q2 | $301K | Sell |
5,222
-69
| -1% | -$3.98K | 0.01% | 707 |
|
2024
Q1 | $313K | Buy |
+5,291
| New | +$313K | 0.01% | 727 |
|