Websterrogers Financial Advisors’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 | $7.75M | Buy |
138,098
+1,379
| +1% | +$77.4K | 2.46% | 15 |
|
|
2025
Q1 | $7.88M | Buy |
136,719
+4,145
| +3% | +$239K | 2.69% | 14 |
|
|
2024
Q4 | $7.34M | Buy |
132,574
+2,530
| +2% | +$140K | 2.55% | 13 |
|
|
2024
Q3 | $8M | Buy |
130,044
+13,376
| +11% | +$823K | 2.8% | 13 |
|
|
2024
Q2 | $6.73M | Buy |
116,668
+27,384
| +31% | +$1.58M | 2.4% | 15 |
|
|
2024
Q1 | $5.29M | Buy |
+89,284
| New | +$5.29M | 1.88% | 19 |
|