Marcum Wealth’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
Q1 | $380K | Sell |
6,595
-166,020
| -96% | -$9.56M | 0.03% | 235 |
|
|
2024
Q4 | $9.55M | Buy |
172,615
+20,678
| +14% | +$1.14M | 0.83% | 21 |
|
|
2024
Q3 | $9.35M | Buy |
151,937
+16,225
| +12% | +$998K | 0.87% | 18 |
|
|
2024
Q2 | $7.83M | Buy |
135,712
+18,375
| +16% | +$1.06M | 0.78% | 20 |
|
|
2024
Q1 | $6.95M | Buy |
117,337
+19,472
| +20% | +$1.15M | 0.7% | 19 |
|
|
2023
Q4 | $6.02M | Buy |
97,865
+21,414
| +28% | +$1.32M | 0.64% | 19 |
|
|
2023
Q3 | $4.24M | Buy |
76,451
+27,963
| +58% | +$1.55M | 0.51% | 22 |
|
|
2023
Q2 | $3.08M | Buy |
48,488
+18,561
| +62% | +$1.18M | 0.36% | 26 |
|
|
2023
Q1 | $1.96M | Buy |
29,927
+13,717
| +85% | +$899K | 0.24% | 44 |
|
|
2022
Q4 | $999K | Buy |
16,210
+6,409
| +65% | +$395K | 0.13% | 85 |
|
|
2022
Q3 | $617K | Buy |
9,801
+5,869
| +149% | +$369K | 0.09% | 136 |
|
|
2022
Q2 | $276K | Buy |
+3,932
| New | +$276K | 0.04% | 249 |
|