SMART Wealth’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.58M Buy
63,726
+7,857
+14% +$441K 1.12% 29
2025
Q1
$3.22M Buy
55,869
+14,641
+36% +$843K 1.15% 28
2024
Q4
$2.28M Sell
41,228
-48,547
-54% -$2.69M 0.81% 36
2024
Q3
$5.52M Buy
89,775
+8,056
+10% +$496K 2.17% 13
2024
Q2
$4.71M Sell
81,719
-10,845
-12% -$626K 1.91% 14
2024
Q1
$5.48M Buy
+92,564
New +$5.48M 2.47% 14