WOSD
WFA of San Diego’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 | $1.35M | Buy |
+24,018
| New | +$1.35M | 0.99% | 26 |
|
|
2024
Q3 | $91K | Hold |
1,478
| – | – | 0.08% | 134 |
|
|
2024
Q2 | $85.3K | Buy |
+1,478
| New | +$85.3K | 0.08% | 132 |
|
|
2023
Q3 | $2.08M | Buy |
37,541
+2,315
| +7% | +$129K | 2.16% | 7 |
|
|
2023
Q2 | $2.24M | Buy |
+35,226
| New | +$2.24M | 2.2% | 8 |
|