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Lord & Richards Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Lord & Richards Wealth Management’s Portfolio VGLT Stock Details VGLT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.09M Buy
19,340
+2,411
+14% +$135K 1.13% 29
2025
Q1 		$975K Buy
16,929
+10,312
+156% +$594K 1.11% 32
2024
Q4 		$366K Buy
+6,617
New +$366K 0.77% 50