Pacific Capital Wealth Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,122
| Closed | -$62.1K | – | 370 |
|
|
2024
Q4 | $62.1K | Sell |
1,122
-137
| -11% | -$7.58K | 0.01% | 134 |
|
|
2024
Q3 | $77.5K | Hold |
1,259
| – | – | 0.01% | 125 |
|
|
2024
Q2 | $72.6K | Hold |
1,259
| – | – | 0.01% | 126 |
|
|
2024
Q1 | $74.6K | Hold |
1,259
| – | – | 0.02% | 106 |
|
|
2023
Q4 | $77.5K | Buy |
+1,259
| New | +$77.5K | 0.02% | 106 |
|