SW
Simplicity Wealth’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 | $2.91M | Buy |
51,870
+21,636
| +72% | +$1.21M | 0.12% | 169 |
|
|
2025
Q1 | $1.74M | Buy |
+30,234
| New | +$1.74M | 0.14% | 169 |
|
|
2024
Q4 | – | Sell |
-27,689
| Closed | -$1.7M | – | 511 |
|
|
2024
Q3 | $1.7M | Sell |
27,689
-10,307
| -27% | -$634K | 0.16% | 126 |
|
|
2024
Q2 | $2.19M | Buy |
37,996
+849
| +2% | +$49K | 0.05% | 338 |
|
|
2024
Q1 | $2.2M | Buy |
37,147
+1,293
| +4% | +$76.6K | 0.05% | 335 |
|
|
2023
Q4 | $2.21M | Buy |
35,854
+3,144
| +10% | +$193K | 0.85% | 25 |
|
|
2023
Q3 | $1.82M | Buy |
32,710
+2,923
| +10% | +$162K | 1.06% | 23 |
|
|
2023
Q2 | $1.89M | Sell |
29,787
-1,969
| -6% | -$125K | 1.18% | 20 |
|
|
2023
Q1 | $2.08M | Buy |
31,756
+7,548
| +31% | +$494K | 1.38% | 18 |
|
|
2022
Q4 | $1.49M | Buy |
24,208
+12,293
| +103% | +$757K | 1.32% | 20 |
|
|
2022
Q3 | $750K | Buy |
+11,915
| New | +$750K | 1.01% | 35 |
|