SAS
Sage Advisory Services’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,740
| Closed | -$230K | – | 52 |
|
|
2023
Q4 | $230K | Buy |
+3,740
| New | +$230K | 0.06% | 52 |
|
|
2019
Q1 | – | Sell |
-7,187
| Closed | -$536K | – | 62 |
|
|
2018
Q4 | $536K | Buy |
7,187
+29
| +0.4% | +$2.16K | 0.06% | 42 |
|
|
2018
Q3 | $516K | Hold |
7,158
| – | – | 0.05% | 43 |
|
|
2018
Q2 | $535K | Sell |
7,158
-10
| -0.1% | -$747 | 0.05% | 39 |
|
|
2018
Q1 | $537K | Sell |
7,168
-19,288
| -73% | -$1.44M | 0.05% | 42 |
|
|
2017
Q4 | $2.06M | Hold |
26,456
| – | – | 0.21% | 30 |
|
|
2017
Q3 | $2.03M | Buy |
26,456
+9,615
| +57% | +$739K | 0.22% | 27 |
|
|
2017
Q2 | $1.3M | Buy |
16,841
+4,690
| +39% | +$362K | 0.15% | 25 |
|
|
2017
Q1 | $906K | Buy |
+12,151
| New | +$906K | 0.11% | 25 |
|