Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,141
| Closed | -$660K | – | 570 |
|
|
2024
Q1 | $660K | Buy |
11,141
+43
| +0.4% | +$2.55K | 0.03% | 413 |
|
|
2023
Q4 | $683K | Buy |
+11,098
| New | +$683K | 0.04% | 392 |
|
|
2023
Q1 | – | Sell |
-11,389
| Closed | -$702K | – | 842 |
|
|
2022
Q4 | $702K | Buy |
+11,389
| New | +$702K | 0.05% | 378 |
|
|
2021
Q2 | – | Sell |
-640
| Closed | -$55K | – | 2658 |
|
|
2021
Q1 | $55K | Buy |
640
+408
| +176% | +$35.1K | ﹤0.01% | 1616 |
|
|
2020
Q4 | $22K | Buy |
+232
| New | +$22K | ﹤0.01% | 1709 |
|
|
2019
Q4 | – | Sell |
-5
| Closed | – | – | 2677 |
|
|
2019
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2480 |
|