Summit Wealth Group’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 | – | Sell |
-12,360
| Closed | -$712K | – | 114 |
|
|
2025
Q1 | $712K | Sell |
12,360
-1,846
| -13% | -$106K | 0.21% | 49 |
|
|
2024
Q4 | $786K | Sell |
14,206
-4,259
| -23% | -$236K | 0.23% | 46 |
|
|
2024
Q3 | $1.14M | Sell |
18,465
-3,463
| -16% | -$213K | 0.33% | 42 |
|
|
2024
Q2 | $1.27M | Sell |
21,928
-1,023
| -4% | -$59K | 0.38% | 37 |
|
|
2024
Q1 | $1.36M | Sell |
22,951
-1,203
| -5% | -$71.3K | 0.93% | 18 |
|
|
2023
Q4 | $1.49M | Buy |
24,154
+15,285
| +172% | +$940K | 1.16% | 15 |
|
|
2023
Q3 | $492K | Sell |
8,869
-41
| -0.5% | -$2.27K | 0.44% | 23 |
|
|
2023
Q2 | $566K | Sell |
8,910
-359,487
| -98% | -$22.8M | 0.23% | 43 |
|
|
2023
Q1 | $6K | Buy |
368,397
+356,475
| +2,990% | +$5.81K | 0.14% | 49 |
|
|
2022
Q4 | $735K | Buy |
+11,922
| New | +$735K | 0.78% | 21 |
|