PWM
Power Wealth Management’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 | $6.76M | Sell |
120,515
-328
| -0.3% | -$18.4K | 2.6% | 9 |
|
|
2025
Q1 | $6.96M | Buy |
120,843
+13,396
| +12% | +$772K | 2.82% | 9 |
|
|
2024
Q4 | $5.95M | Sell |
107,447
-44,982
| -30% | -$2.49M | 2.48% | 10 |
|
|
2024
Q3 | $9.38M | Buy |
152,429
+23,079
| +18% | +$1.42M | 4.01% | 5 |
|
|
2024
Q2 | $7.46M | Buy |
129,350
+32,565
| +34% | +$1.88M | 3.56% | 7 |
|
|
2024
Q1 | $5.73M | Buy |
96,785
+8,210
| +9% | +$486K | 3.6% | 5 |
|
|
2023
Q4 | $5.45M | Buy |
+88,575
| New | +$5.45M | 3.79% | 4 |
|