OBWP
O'Brien 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.11M | Buy |
162,414
+3,830
| +2% | +$215K | 1.43% | 19 |
|
|
2025
Q1 | $9.14M | Sell |
158,584
-3,778
| -2% | -$218K | 1.7% | 17 |
|
|
2024
Q4 | $8.99M | Buy |
162,362
+9,460
| +6% | +$524K | 1.62% | 18 |
|
|
2024
Q3 | $9.41M | Buy |
152,902
+701
| +0.5% | +$43.1K | 1.85% | 16 |
|
|
2024
Q2 | $8.78M | Buy |
152,201
+3,471
| +2% | +$200K | 1.97% | 15 |
|
|
2024
Q1 | $8.81M | Buy |
148,730
+6,710
| +5% | +$397K | 2.04% | 14 |
|
|
2023
Q4 | $8.74M | Buy |
+142,020
| New | +$8.74M | 2.28% | 12 |
|