MWM
Marion Wealth 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 | $1.44M | Buy |
25,712
+383
| +2% | +$21.5K | 0.36% | 64 |
|
|
2025
Q1 | $1.46M | Buy |
25,329
+2,221
| +10% | +$128K | 0.39% | 63 |
|
|
2024
Q4 | $1.28M | Buy |
23,108
+657
| +3% | +$36.4K | 0.34% | 65 |
|
|
2024
Q3 | $1.38M | Buy |
22,451
+1,021
| +5% | +$62.8K | 0.37% | 65 |
|
|
2024
Q2 | $1.24M | Buy |
21,430
+583
| +3% | +$33.6K | 0.36% | 63 |
|
|
2024
Q1 | $1.23M | Buy |
20,847
+300
| +1% | +$17.8K | 0.37% | 61 |
|
|
2023
Q4 | $1.26M | Buy |
+20,547
| New | +$1.26M | 0.4% | 59 |
|