MWA
Moser Wealth Advisors’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 | $262K | Buy |
4,665
+14
| +0.3% | +$786 | 0.13% | 76 |
|
|
2025
Q1 | $268K | Buy |
4,651
+609
| +15% | +$35.1K | 0.14% | 76 |
|
|
2024
Q4 | $224K | Buy |
4,042
+17
| +0.4% | +$941 | 0.12% | 73 |
|
|
2024
Q3 | $248K | Buy |
4,025
+512
| +15% | +$31.5K | 0.13% | 72 |
|
|
2024
Q2 | $203K | Buy |
3,513
+13
| +0.4% | +$750 | 0.11% | 76 |
|
|
2024
Q1 | $207K | Buy |
3,500
+1,700
| +94% | +$101K | 0.12% | 75 |
|
|
2023
Q4 | $111K | Buy |
+1,800
| New | +$111K | 0.07% | 79 |
|