WCWM
Wooster Corthell Wealth Management’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 | – | Sell |
-18,262
| Closed | -$1.05M | – | 68 |
|
|
2025
Q1 | $1.05M | Sell |
18,262
-254
| -1% | -$14.6K | 0.22% | 40 |
|
|
2024
Q4 | $1.02M | Sell |
18,516
-15,499
| -46% | -$858K | 0.22% | 37 |
|
|
2024
Q3 | $2.09M | Buy |
34,015
+15,310
| +82% | +$942K | 0.45% | 26 |
|
|
2024
Q2 | $1.08M | Sell |
18,705
-376
| -2% | -$21.7K | 0.24% | 36 |
|
|
2024
Q1 | $1.13M | Buy |
19,081
+141
| +0.7% | +$8.35K | 0.26% | 34 |
|
|
2023
Q4 | $1.17M | Buy |
18,940
+316
| +2% | +$19.4K | 0.28% | 33 |
|
|
2023
Q3 | $1.03M | Sell |
18,624
-1,165
| -6% | -$64.7K | 0.27% | 31 |
|
|
2023
Q2 | $1.26M | Sell |
19,789
-807
| -4% | -$51.3K | 0.32% | 30 |
|
|
2023
Q1 | $1.35M | Sell |
20,596
-141
| -0.7% | -$9.24K | 0.36% | 28 |
|
|
2022
Q4 | $1.28M | Sell |
20,737
-2,894
| -12% | -$178K | 0.36% | 28 |
|
|
2022
Q3 | $1.49M | Buy |
23,631
+1,740
| +8% | +$109K | 0.45% | 25 |
|
|
2022
Q2 | $1.54M | Buy |
21,891
+19,316
| +750% | +$1.36M | 0.44% | 25 |
|
|
2022
Q1 | $207K | Buy |
2,575
+26
| +1% | +$2.09K | 0.05% | 41 |
|
|
2021
Q4 | $228K | Buy |
2,549
+5
| +0.2% | +$447 | 0.05% | 41 |
|
|
2021
Q3 | $223K | Buy |
+2,544
| New | +$223K | 0.06% | 42 |
|