MWM
MY 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-17,152
| Closed | -$1.06M | – | 27 |
|
|
2024
Q3 | $1.06M | Sell |
17,152
-4,444
| -21% | -$273K | 1.07% | 17 |
|
|
2024
Q2 | $1.25M | Sell |
21,596
-49,642
| -70% | -$2.86M | 1.42% | 16 |
|
|
2024
Q1 | $4.22M | Buy |
+71,238
| New | +$4.22M | 4.66% | 11 |
|