SPWG
Sage Private Wealth Group’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-53,516
| Closed | -$3.17M | – | 92 |
|
|
2024
Q1 | $3.17M | Buy |
53,516
+3,308
| +7% | +$196K | 2.54% | 8 |
|
|
2023
Q4 | $3.09M | Buy |
50,208
+4,163
| +9% | +$256K | 2.76% | 9 |
|
|
2023
Q3 | $2.56M | Sell |
46,045
-757
| -2% | -$42K | 3.52% | 7 |
|
|
2023
Q2 | $2.97M | Buy |
46,802
+3,956
| +9% | +$251K | 4.05% | 7 |
|
|
2023
Q1 | $2.81M | Buy |
42,846
+2,465
| +6% | +$161K | 3.22% | 9 |
|
|
2022
Q4 | $2.49M | Buy |
40,381
+3,829
| +10% | +$236K | 2.95% | 9 |
|
|
2022
Q3 | $2.3M | Buy |
+36,552
| New | +$2.3M | 3.04% | 8 |
|