Wealthcare Advisory Partners’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 | $11.6M | Buy |
206,328
+91,568
| +80% | +$5.14M | 0.26% | 75 |
|
|
2025
Q1 | $6.61M | Buy |
114,760
+8,223
| +8% | +$474K | 0.18% | 108 |
|
|
2024
Q4 | $5.9M | Buy |
106,537
+7,946
| +8% | +$440K | 0.16% | 118 |
|
|
2024
Q3 | $6.07M | Buy |
98,591
+9,329
| +10% | +$574K | 0.17% | 111 |
|
|
2024
Q2 | $5.15M | Buy |
89,262
+9,041
| +11% | +$521K | 0.16% | 108 |
|
|
2024
Q1 | $4.75M | Buy |
80,221
+8,013
| +11% | +$475K | 0.16% | 111 |
|
|
2023
Q4 | $4.44M | Buy |
+72,208
| New | +$4.44M | 0.18% | 98 |
|
|
2021
Q2 | – | Sell |
-332
| Closed | -$27K | – | 1812 |
|
|
2021
Q1 | $27K | Buy |
+332
| New | +$27K | ﹤0.01% | 1102 |
|
|
2020
Q4 | – | Sell |
-3,790
| Closed | -$378K | – | 453 |
|
|
2020
Q3 | $378K | Buy |
3,790
+1,008
| +36% | +$101K | 0.04% | 243 |
|
|
2020
Q2 | $278K | Sell |
2,782
-1,243
| -31% | -$124K | 0.03% | 253 |
|
|
2020
Q1 | $407K | Sell |
4,025
-9,898
| -71% | -$1M | 0.06% | 180 |
|
|
2019
Q4 | $1.16M | Buy |
13,923
+2,840
| +26% | +$236K | 0.15% | 88 |
|
|
2019
Q3 | $972K | Buy |
11,083
+2,093
| +23% | +$184K | 0.14% | 88 |
|
|
2019
Q2 | $734K | Buy |
8,990
+1,831
| +26% | +$149K | 0.12% | 103 |
|
|
2019
Q1 | $557K | Buy |
7,159
+3,913
| +121% | +$304K | 0.1% | 128 |
|
|
2018
Q4 | $243K | Buy |
3,246
+357
| +12% | +$26.7K | 0.05% | 185 |
|
|
2018
Q3 | $208K | Buy |
2,889
+107
| +4% | +$7.7K | 0.04% | 213 |
|
|
2018
Q2 | $208K | Buy |
2,782
+2,313
| +493% | +$173K | 0.04% | 207 |
|
|
2018
Q1 | $35K | Buy |
469
+103
| +28% | +$7.69K | 0.01% | 462 |
|
|
2017
Q4 | $29K | Buy |
+366
| New | +$29K | 0.01% | 466 |
|