WC
Whitney & Co’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 | $307K | Buy |
5,463
+320
| +6% | +$18K | 0.03% | 111 |
|
|
2025
Q1 | $296K | Buy |
+5,143
| New | +$296K | 0.03% | 110 |
|
|
2024
Q4 | – | Sell |
-3,600
| Closed | -$222K | – | 138 |
|
|
2024
Q3 | $222K | Sell |
3,600
-27,473
| -88% | -$1.69M | 0.02% | 121 |
|
|
2024
Q2 | $1.79M | Buy |
31,073
+2,663
| +9% | +$154K | 0.21% | 57 |
|
|
2024
Q1 | $1.68M | Buy |
28,410
+3,746
| +15% | +$222K | 0.2% | 59 |
|
|
2023
Q4 | $1.52M | Buy |
24,664
+2,766
| +13% | +$170K | 0.2% | 59 |
|
|
2023
Q3 | $1.22M | Buy |
21,898
+3,310
| +18% | +$184K | 0.18% | 64 |
|
|
2023
Q2 | $1.18M | Buy |
18,588
+4,748
| +34% | +$302K | 0.17% | 63 |
|
|
2023
Q1 | $907K | Buy |
13,840
+3,404
| +33% | +$223K | 0.14% | 67 |
|
|
2022
Q4 | $643K | Buy |
10,436
+949
| +10% | +$58.5K | 0.12% | 78 |
|
|
2022
Q3 | $597K | Buy |
+9,487
| New | +$597K | 0.12% | 81 |
|