V Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,233	Closed	-$539K	–	340
2023 Q2	$539K	Buy	5,233 +544	+12%	+$56.4K	0.09%	192
2023 Q1	$499K	Buy	4,689 +510	+12%	+$53.4K	0.09%	195
2022 Q4	$416K	Sell	4,179 -4,155	-50%	-$419K	0.09%	218
2022 Q3	$854K	Sell	8,334 -35	-0.4%	-$3.94K	0.17%	126
2022 Q2	$961K	Buy	8,369 +1,048	+14%	+$123K	0.18%	136
2022 Q1	$967K	Sell	7,321 -35	-0.5%	-$4.83K	0.15%	155
2021 Q4	$1.09M	Buy	7,356 +820	+13%	+$121K	0.16%	145
2021 Q3	$944K	Buy	6,536 +56	+0.9%	+$8.31K	0.15%	157
2021 Q2	$938K	Buy	6,480 +560	+9%	+$78.1K	0.15%	159
2021 Q1	$802K	Sell	5,920 -623	-10%	-$90.3K	0.15%	173
2020 Q4	$1.03M	Buy	+6,543	New	+$1.04M	0.21%	125
2020 Q3	–	Sell	-3,672	Closed	-$602K	–	330
2020 Q2	$602K	Buy	3,672 +2,151	+141%	+$354K	0.16%	161
2020 Q1	$251K	Sell	1,521 -9,039	-86%	-$1.35M	0.08%	255
2019 Q4	$1.51M	Hold	10,560	–	–	0.55%	48
2019 Q3	$1.51M	Buy	10,560 +162	+2%	+$22.5K	0.54%	48
2019 Q2	$1.38M	Buy	10,398 +634	+6%	+$80.5K	0.53%	55
2019 Q1	$1.19M	Sell	9,764 -205	-2%	-$24.9K	0.48%	60
2018 Q4	$1.2M	Buy	9,969 +3,126	+46%	+$362K	0.61%	48
2018 Q3	$814K	Buy	6,843 +1,011	+17%	+$121K	0.38%	72
2018 Q2	$714K	Buy	5,832 +3,672	+170%	+$439K	0.4%	69
2018 Q1	$259K	Buy	+2,160	New	+$261K	0.14%	169
2017 Q3	–	Sell	-14,233	Closed	-$1.78M	–	655
2017 Q2	$1.78M	Buy	14,233 +521	+4%	+$64.4K	0.83%	34
2017 Q1	$1.67M	Sell	13,712 -119	-0.9%	-$14.3K	1.02%	30
2016 Q4	$1.66M	Buy	+13,831	New	+$1.73M	1.22%	20
2016 Q3	–	Sell	-1,825	Closed	-$254K	–	176
2016 Q2	$254K	Buy	+1,825	New	+$241K	0.21%	132