Summit Trail Advisors’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 Q4	–	Sell	-15,830	Closed	-$974K	–	759
2024 Q3	$974K	Sell	15,830 -4,244	-21%	-$261K	0.02%	268
2024 Q2	$1.16M	Buy	20,074 +1,723	+9%	+$99.4K	0.03%	220
2024 Q1	$1.09M	Hold	18,351	–	–	0.03%	208
2023 Q4	$1.13M	Buy	+18,351	New	+$1.13M	0.04%	158