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LWM
Liberty Wealth Management’s
Vanguard Long-Term Treasury ETF
VGLT
Stock Holding History
Liberty Wealth Management’s Portfolio
VGLT Stock Details
VGLT Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$4.63M
Buy
83,549
+1,499
+2%
+$84.1K
0.58%
47
2025
Q4
$4.58M
Buy
82,050
+3,959
+5%
+$225K
0.59%
47
2025
Q3
$4.44M
Sell
78,091
-445
-0.6%
-$24.8K
0.63%
41
2025
Q2
$4.41M
Buy
78,536
+2,354
+3%
+$130K
0.69%
39
2025
Q1
$4.39M
Buy
76,182
+2,165
+3%
+$122K
0.84%
35
2024
Q4
$4.1M
Buy
74,017
+7,186
+11%
+$416K
0.68%
36
2024
Q3
$4.11M
Sell
66,831
-2,639
-4%
-$159K
0.7%
38
2024
Q2
$3.52M
Buy
69,470
+12,828
+23%
+$734K
0.64%
38
2024
Q1
$3.3M
Buy
56,642
+56,360
+19,986%
+$3.33M
0.64%
37
2023
Q4
$2.5M
Sell
282
-15,276
-98%
-$863K
0.54%
41
2023
Q3
$864K
Buy
15,558
+506
+3%
+$30.2K
0.22%
62
2023
Q2
$977K
Sell
15,052
-215
-1%
-$13.8K
0.24%
53
2023
Q1
$1M
Buy
+15,267
New
+$985K
0.21%
70
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NL
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1-Year Est. Return
Bank of America
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$1.37T AUM
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1-Year Est. Return
CCWM
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$4.69B AUM
20.56%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
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1-Year Est. Return
CA
Cambridge Associates
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$6.27B AUM
14.78%
1-Year Est. Return
Mirae Asset Global Investments
Seoul, South Korea
$299B AUM
28.69%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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