Total Clarity 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 | – | Sell |
-22,482
| Closed | -$1.24M | – | 336 |
|
2025
Q1 | $1.24M | Hold |
22,482
| – | – | 0.41% | 68 |
|
2024
Q4 | $1.24M | Sell |
22,482
-30,995
| -58% | -$1.72M | 0.4% | 68 |
|
2024
Q3 | $3.29M | Sell |
53,477
-11,559
| -18% | -$711K | 1.06% | 21 |
|
2024
Q2 | $3.75M | Buy |
65,036
+21,138
| +48% | +$1.22M | 1.3% | 15 |
|
2024
Q1 | $2.6M | Buy |
43,898
+3,525
| +9% | +$209K | 0.9% | 28 |
|
2023
Q4 | $2.48M | Sell |
40,373
-38,666
| -49% | -$2.38M | 1.02% | 20 |
|
2023
Q3 | $4.39M | Buy |
79,039
+11,139
| +16% | +$618K | 2.11% | 6 |
|
2023
Q2 | $4.31M | Buy |
67,900
+48,986
| +259% | +$3.11M | 2.14% | 6 |
|
2023
Q1 | $1.24M | Buy |
+18,914
| New | +$1.24M | 0.67% | 41 |
|
2021
Q4 | – | Sell |
-45
| Closed | -$4K | – | 1060 |
|
2021
Q3 | $4K | Buy |
+45
| New | +$4K | ﹤0.01% | 868 |
|