Perigon Wealth Management’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 | $2.74M | Sell |
48,808
-7,479
| -13% | -$420K | 0.06% | 277 |
|
|
2025
Q1 | $3.24M | Sell |
56,287
-138
| -0.2% | -$7.95K | 0.08% | 233 |
|
|
2024
Q4 | $3.11M | Buy |
56,425
+2,738
| +5% | +$151K | 0.08% | 237 |
|
|
2024
Q3 | $3.3M | Buy |
+53,687
| New | +$3.3M | 0.09% | 211 |
|
|
2024
Q2 | – | Sell |
-41,825
| Closed | -$2.48M | – | 916 |
|
|
2024
Q1 | $2.48M | Buy |
41,825
+7,494
| +22% | +$444K | 0.08% | 225 |
|
|
2023
Q4 | $2.11M | Sell |
34,331
-1,884
| -5% | -$116K | 0.07% | 220 |
|
|
2023
Q3 | $2.01M | Buy |
36,215
+10,472
| +41% | +$581K | 0.08% | 206 |
|
|
2023
Q2 | $1.64M | Buy |
25,743
+10,817
| +72% | +$687K | 0.06% | 235 |
|
|
2023
Q1 | $978K | Sell |
14,926
-8,779
| -37% | -$575K | 0.06% | 273 |
|
|
2022
Q4 | $1.46M | Buy |
23,705
+8,716
| +58% | +$537K | 0.09% | 208 |
|
|
2022
Q3 | $943K | Buy |
+14,989
| New | +$943K | 0.08% | 209 |
|