Stratos Wealth Partners’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 |
-4,103
| Closed | -$243K | – | 1449 |
|
2024
Q1 | $243K | Buy |
+4,103
| New | +$243K | ﹤0.01% | 1192 |
|
2018
Q4 | – | Sell |
-1,944
| Closed | -$140K | – | 2441 |
|
2018
Q3 | $140K | Sell |
1,944
-1,061
| -35% | -$76.4K | 0.01% | 985 |
|
2018
Q2 | $225K | Buy |
3,005
+5
| +0.2% | +$374 | 0.01% | 857 |
|
2018
Q1 | $225K | Buy |
3,000
+149
| +5% | +$11.2K | 0.01% | 847 |
|
2017
Q4 | $222K | Sell |
2,851
-226
| -7% | -$17.6K | 0.01% | 828 |
|
2017
Q3 | $237K | Buy |
3,077
+64
| +2% | +$4.93K | 0.01% | 783 |
|
2017
Q2 | $232K | Buy |
+3,013
| New | +$232K | 0.01% | 732 |
|