WealthShield 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 | $619K | Buy |
11,025
+4,964
| +82% | +$279K | 0.07% | 214 |
|
|
2025
Q1 | $349K | Buy |
6,061
+209
| +4% | +$12K | 0.04% | 253 |
|
|
2024
Q4 | $324K | Buy |
5,852
+172
| +3% | +$9.52K | 0.05% | 240 |
|
|
2024
Q3 | $350K | Sell |
5,680
-1,832
| -24% | -$113K | 0.05% | 234 |
|
|
2024
Q2 | $433K | Buy |
7,512
+213
| +3% | +$12.3K | 0.07% | 211 |
|
|
2024
Q1 | $432K | Buy |
7,299
+1,779
| +32% | +$105K | 0.07% | 203 |
|
|
2023
Q4 | $340K | Buy |
5,520
+1,412
| +34% | +$86.9K | 0.06% | 228 |
|
|
2023
Q3 | $228K | Buy |
4,108
+913
| +29% | +$50.7K | 0.03% | 277 |
|
|
2023
Q2 | $203K | Buy |
3,195
+703
| +28% | +$44.7K | 0.03% | 290 |
|
|
2023
Q1 | $163K | Buy |
+2,492
| New | +$163K | 0.03% | 301 |
|
|
2020
Q4 | – | Sell |
-36
| Closed | -$4K | – | 419 |
|
|
2020
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 369 |
|
|
2020
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 312 |
|
|
2020
Q1 | $4K | Hold |
36
| – | – | ﹤0.01% | 248 |
|
|
2019
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 265 |
|
|
2019
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 252 |
|
|
2019
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 220 |
|
|
2019
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 254 |
|
|
2018
Q4 | $3K | Sell |
36
-204
| -85% | -$17K | ﹤0.01% | 228 |
|
|
2018
Q3 | $17K | Hold |
240
| – | – | 0.01% | 194 |
|
|
2018
Q2 | $18K | Hold |
240
| – | – | 0.01% | 186 |
|
|
2018
Q1 | $18K | Hold |
240
| – | – | 0.01% | 184 |
|
|
2017
Q4 | $19K | Buy |
+240
| New | +$19K | 0.01% | 182 |
|