OWP
Obermeyer Wealth Partners’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,000
| Closed | -$241K | – | 238 |
|
|
2022
Q1 | $241K | Hold |
3,000
| – | – | 0.01% | 199 |
|
|
2021
Q4 | $268K | Hold |
3,000
| – | – | 0.01% | 187 |
|
|
2021
Q3 | $263K | Hold |
3,000
| – | – | 0.01% | 179 |
|
|
2021
Q2 | $263K | Hold |
3,000
| – | – | 0.01% | 183 |
|
|
2021
Q1 | $248K | Hold |
3,000
| – | – | 0.02% | 179 |
|
|
2020
Q4 | $288K | Hold |
3,000
| – | – | 0.02% | 122 |
|
|
2020
Q3 | $299K | Hold |
3,000
| – | – | 0.02% | 113 |
|
|
2020
Q2 | $300K | Hold |
3,000
| – | – | 0.03% | 106 |
|
|
2020
Q1 | $303K | Buy |
+3,000
| New | +$303K | 0.03% | 90 |
|