Perfromance Wealth Partners’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
Q2
Sell
-5,945
Closed -$342K 200
2025
Q1
$342K Sell
5,945
-450
-7% -$25.9K 0.01% 124
2024
Q4
$354K Sell
6,395
-5,944
-48% -$329K 0.01% 122
2024
Q3
$759K Buy
+12,339
New +$759K 0.03% 76