SVB Wealth’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 |
-265
| Closed | -$15.3K | – | 1588 |
|
|
2025
Q1 | $15.3K | Buy |
+265
| New | +$15.3K | ﹤0.01% | 803 |
|
|
2024
Q1 | – | Sell |
-9,899
| Closed | -$609K | – | 916 |
|
|
2023
Q4 | $609K | Buy |
+9,899
| New | +$609K | 0.01% | 430 |
|
|
2023
Q3 | – | Sell |
-4,950
| Closed | -$314K | – | 931 |
|
|
2023
Q2 | $314K | Buy |
4,950
+288
| +6% | +$18.3K | 0.01% | 652 |
|
|
2023
Q1 | $305K | Hold |
4,662
| – | – | ﹤0.01% | 714 |
|
|
2022
Q4 | $287K | Hold |
4,662
| – | – | ﹤0.01% | 757 |
|
|
2022
Q3 | $293K | Hold |
4,662
| – | – | ﹤0.01% | 701 |
|
|
2022
Q2 | $327K | Buy |
+4,662
| New | +$327K | 0.01% | 537 |
|