Liberty 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
$4.41M Buy
78,536
+2,354
+3% +$132K 0.69% 39
2025
Q1
$4.39M Buy
76,182
+2,165
+3% +$125K 0.84% 35
2024
Q4
$4.1M Buy
74,017
+7,186
+11% +$398K 0.68% 36
2024
Q3
$4.11M Sell
66,831
-2,639
-4% -$162K 0.7% 38
2024
Q2
$3.52M Buy
69,470
+12,828
+23% +$649K 0.64% 38
2024
Q1
$3.3M Buy
56,642
+56,360
+19,986% +$3.28M 0.64% 37
2023
Q4
$2.5M Sell
282
-15,276
-98% -$135M 0.54% 41
2023
Q3
$864K Buy
15,558
+506
+3% +$28.1K 0.22% 62
2023
Q2
$977K Sell
15,052
-215
-1% -$13.9K 0.24% 53
2023
Q1
$1M Buy
+15,267
New +$1M 0.21% 70