Spire Wealth Management’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 | $3.4K | Buy |
+61
| New | +$3.4K | ﹤0.01% | 2050 |
|
2024
Q4 | – | Sell |
-20
| Closed | -$1.21K | – | 2524 |
|
2024
Q3 | $1.21K | Buy |
20
+1
| +5% | +$60 | ﹤0.01% | 2074 |
|
2024
Q2 | $1.12K | Sell |
19
-6,321
| -100% | -$373K | ﹤0.01% | 2106 |
|
2024
Q1 | $376K | Buy |
6,340
+203
| +3% | +$12K | 0.01% | 593 |
|
2023
Q4 | $361K | Sell |
6,137
-1,319
| -18% | -$77.7K | 0.01% | 594 |
|
2023
Q3 | $414K | Buy |
7,456
+2,049
| +38% | +$114K | 0.02% | 516 |
|
2023
Q2 | $344K | Sell |
5,407
-1,406
| -21% | -$89.3K | 0.01% | 583 |
|
2023
Q1 | $446K | Buy |
6,813
+5,680
| +501% | +$372K | 0.02% | 520 |
|
2022
Q4 | $70K | Buy |
1,133
+1,097
| +3,047% | +$67.8K | ﹤0.01% | 868 |
|
2022
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 2003 |
|
2022
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 2306 |
|
2022
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 2352 |
|
2021
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 2727 |
|
2021
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 2423 |
|
2021
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 2440 |
|
2021
Q1 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 2783 |
|