True Wealth Design’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
Q3
Sell
-96,056
Closed -$5.54M 1317
2024
Q2
$5.54M Buy
96,056
+5,133
+6% +$296K 1.37% 12
2024
Q1
$5.39M Buy
90,923
+1,640
+2% +$97.2K 1.34% 12
2023
Q4
$5.49M Buy
89,283
+12,888
+17% +$793K 1.55% 12
2023
Q3
$4.24M Buy
+76,395
New +$4.24M 1.42% 13