Westshore Wealth’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 | $9.12M | Buy |
162,530
+6,248
| +4% | +$351K | 3.5% | 7 |
|
2025
Q1 | $9M | Buy |
156,282
+7,747
| +5% | +$446K | 3.81% | 7 |
|
2024
Q4 | $8.22M | Buy |
148,535
+14,344
| +11% | +$794K | 3.33% | 7 |
|
2024
Q3 | $8.26M | Buy |
134,191
+4,273
| +3% | +$263K | 3.38% | 7 |
|
2024
Q2 | $7.49M | Buy |
129,918
+14,191
| +12% | +$819K | 3.11% | 7 |
|
2024
Q1 | $6.86M | Buy |
115,727
+6,876
| +6% | +$407K | 2.85% | 7 |
|
2023
Q4 | $6.7M | Buy |
+108,851
| New | +$6.7M | 3.09% | 7 |
|
2023
Q3 | – | Sell |
-5,424
| Closed | -$345K | – | 109 |
|
2023
Q2 | $345K | Buy |
+5,424
| New | +$345K | 0.18% | 53 |
|