LWAM
Legacy Wealth Asset 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 | $1.36M | Buy |
24,289
+5,214
| +27% | +$293K | 0.35% | 72 |
|
|
2025
Q1 | $1.1M | Buy |
19,075
+179
| +0.9% | +$10.3K | 0.3% | 88 |
|
|
2024
Q4 | $1.05M | Buy |
18,896
+430
| +2% | +$23.8K | 0.28% | 94 |
|
|
2024
Q3 | $1.14M | Sell |
18,466
-77
| -0.4% | -$4.74K | 0.3% | 90 |
|
|
2024
Q2 | $1.07M | Buy |
18,543
+1,497
| +9% | +$86.3K | 0.3% | 91 |
|
|
2024
Q1 | $1.01M | Buy |
17,046
+1,132
| +7% | +$67.1K | 0.28% | 98 |
|
|
2023
Q4 | $979K | Buy |
15,914
+2,010
| +14% | +$124K | 0.32% | 92 |
|
|
2023
Q3 | $772K | Buy |
13,904
+606
| +5% | +$33.6K | 0.28% | 108 |
|
|
2023
Q2 | $845K | Sell |
13,298
-320
| -2% | -$20.3K | 0.3% | 92 |
|
|
2023
Q1 | $892K | Buy |
13,618
+235
| +2% | +$15.4K | 0.32% | 91 |
|
|
2022
Q4 | $825K | Buy |
13,383
+814
| +6% | +$50.2K | 0.31% | 105 |
|
|
2022
Q3 | $791K | Sell |
12,569
-120
| -0.9% | -$7.55K | 0.35% | 91 |
|
|
2022
Q2 | $890K | Buy |
12,689
+38
| +0.3% | +$2.67K | 0.36% | 101 |
|
|
2022
Q1 | $1.02M | Buy |
12,651
+620
| +5% | +$49.8K | 0.36% | 94 |
|
|
2021
Q4 | $1.08M | Buy |
12,031
+2,099
| +21% | +$188K | 0.36% | 81 |
|
|
2021
Q3 | $871K | Buy |
9,932
+970
| +11% | +$85.1K | 0.4% | 94 |
|
|
2021
Q2 | $786K | Buy |
8,962
+805
| +10% | +$70.6K | 0.35% | 119 |
|
|
2021
Q1 | $675K | Buy |
8,157
+741
| +10% | +$61.3K | 0.31% | 136 |
|
|
2020
Q4 | $711K | Buy |
+7,416
| New | +$711K | 0.36% | 106 |
|