Secure Asset Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-4,998
| Closed | -$447K | – | 229 |
|
2021
Q4 | $447K | Buy |
4,998
+872
| +21% | +$78K | 0.18% | 95 |
|
2021
Q3 | $362K | Sell |
4,126
-856
| -17% | -$75.1K | 0.18% | 101 |
|
2021
Q2 | $437K | Buy |
4,982
+1,221
| +32% | +$107K | 0.22% | 91 |
|
2021
Q1 | $311K | Sell |
3,761
-190
| -5% | -$15.7K | 0.17% | 124 |
|
2020
Q4 | $379K | Buy |
3,951
+89
| +2% | +$8.54K | 0.22% | 95 |
|
2020
Q3 | $385K | Sell |
3,862
-20
| -0.5% | -$1.99K | 0.26% | 88 |
|
2020
Q2 | $389K | Buy |
3,882
+1,695
| +78% | +$170K | 0.27% | 93 |
|
2020
Q1 | $221K | Buy |
+2,187
| New | +$221K | 0.24% | 95 |
|