SW
SkyOak Wealth’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 |
-4,425
| Closed | -$396K | – | 269 |
|
|
2021
Q4 | $396K | Buy |
4,425
+151
| +4% | +$13.5K | 0.1% | 149 |
|
|
2021
Q3 | $375K | Buy |
4,274
+148
| +4% | +$13K | 0.1% | 151 |
|
|
2021
Q2 | $362K | Buy |
4,126
+91
| +2% | +$7.98K | 0.1% | 152 |
|
|
2021
Q1 | $341K | Buy |
4,035
+318
| +9% | +$26.9K | 0.09% | 154 |
|
|
2020
Q4 | $356K | Buy |
3,717
+170
| +5% | +$16.3K | 0.11% | 149 |
|
|
2020
Q3 | $353K | Buy |
3,547
+178
| +5% | +$17.7K | 0.13% | 138 |
|
|
2020
Q2 | $337K | Buy |
+3,369
| New | +$337K | 0.12% | 167 |
|