WCFA
Walkner Condon Financial Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.57M | Buy |
81,494
+9,341
| +13% | +$524K | 0.84% | 28 |
|
|
2025
Q1 | $4.16M | Buy |
72,153
+3,500
| +5% | +$202K | 0.84% | 28 |
|
|
2024
Q4 | $3.8M | Buy |
68,653
+43,480
| +173% | +$2.41M | 0.77% | 32 |
|
|
2024
Q3 | $1.55M | Buy |
25,173
+10,538
| +72% | +$649K | 0.32% | 70 |
|
|
2024
Q2 | $846K | Buy |
14,635
+887
| +6% | +$51.2K | 0.18% | 105 |
|
|
2024
Q1 | $812K | Buy |
13,748
+590
| +4% | +$34.8K | 0.17% | 110 |
|
|
2023
Q4 | $810K | Sell |
13,158
-3,088
| -19% | -$190K | 0.18% | 107 |
|
|
2023
Q3 | $902K | Buy |
16,246
+7,345
| +83% | +$408K | 0.24% | 89 |
|
|
2023
Q2 | $565K | Buy |
8,901
+4,404
| +98% | +$280K | 0.15% | 117 |
|
|
2023
Q1 | $294K | Hold |
4,497
| – | – | 0.08% | 177 |
|
|
2022
Q4 | $277K | Sell |
4,497
-798
| -15% | -$49.2K | 0.08% | 179 |
|
|
2022
Q3 | $334K | Buy |
5,295
+90
| +2% | +$5.68K | 0.11% | 153 |
|
|
2022
Q2 | $365K | Buy |
5,205
+1,821
| +54% | +$128K | 0.11% | 155 |
|
|
2022
Q1 | $272K | Sell |
3,384
-2,104
| -38% | -$169K | 0.08% | 181 |
|
|
2021
Q4 | $491K | Buy |
5,488
+743
| +16% | +$66.5K | 0.32% | 75 |
|
|
2021
Q3 | $418K | Buy |
4,745
+940
| +25% | +$82.8K | 0.21% | 92 |
|
|
2021
Q2 | $335K | Buy |
3,805
+240
| +7% | +$21.1K | 0.12% | 125 |
|
|
2021
Q1 | $295K | Buy |
3,565
+1,070
| +43% | +$88.5K | 0.11% | 139 |
|
|
2020
Q4 | $239K | Buy |
2,495
+50
| +2% | +$4.79K | 0.1% | 123 |
|
|
2020
Q3 | $244K | Buy |
+2,445
| New | +$244K | 0.13% | 109 |
|