Palumbo Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-89,996	Closed	-$5.54M	–	192
2024 Q3	$5.54M	Sell	89,996 -3,542	-4%	-$214K	2.15%	10
2024 Q2	$5.4M	Sell	93,538 -510	-0.5%	-$29.2K	2.28%	11
2024 Q1	$5.57M	Sell	94,048 -2,288	-2%	-$135K	2.49%	10
2023 Q4	$5.93M	Buy	96,336 +85,822	+816%	+$4.85M	3.03%	8
2023 Q3	$584K	Sell	10,514 -2,893	-22%	-$173K	0.32%	60
2023 Q2	$852K	Sell	13,407 -252	-2%	-$16.2K	0.52%	39
2023 Q1	$895K	Buy	13,659 +48	+0.4%	+$3.1K	0.6%	41
2022 Q4	$839K	Sell	13,611 -46,556	-77%	-$2.89M	0.67%	38
2022 Q3	$3.79M	Buy	60,167 +54,916	+1,046%	+$3.78M	3.21%	9
2022 Q2	$368K	Sell	5,251 -52,099	-91%	-$3.74M	0.29%	62
2022 Q1	$4.61M	Buy	57,350 +37,309	+186%	+$3.12M	2.96%	11
2021 Q4	$1.79M	Buy	20,041 +99	+0.5%	+$8.82K	1.12%	15
2021 Q3	$1.75M	Buy	19,942 +5,610	+39%	+$505K	1.15%	14
2021 Q2	$1.26M	Sell	14,332 -177	-1%	-$15K	0.84%	22
2021 Q1	$1.2M	Buy	14,509 +2,906	+25%	+$257K	0.91%	18
2020 Q4	$1.11M	Buy	+11,603	New	+$1.12M	0.9%	17