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 |
|