Beta Wealth Group, Inc. Vanguard Long Term Treasury Et Transaction History

Beta Wealth Group, Inc.

$206 Million
Q4 2024

A detailed history of Beta Wealth Group, Inc. transactions in Vanguard Long Term Treasury Et stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 48,582 shares of VGLT stock, worth $2.75 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

48,582

Previous 48,585 0.01%

Holding current value

$2.75 Million

Previous $2.99 Million 10.04%

% of portfolio

1.31%

Previous 1.47%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$55.1 - $61.74 $165 - $185	-3 Reduced 0.01%	48,582 $2.69 Million
Q3 2024 Nov 01, 2024	SELL	$56.52 - $63.23 $139,378 - $155,925	-2,466 Reduced 4.83%	48,585 $2.99 Million
Q2 2024 Aug 12, 2024	SELL	$55.25 - $59.25 $24,033 - $25,773	-435 Reduced 0.84%	51,051 $2.94 Million
Q1 2024 May 14, 2024	SELL	$57.73 - $61.4 $13,104 - $13,937	-227 Reduced 0.44%	51,486 $3.05 Million
Q4 2023 Feb 09, 2024	BUY	$52.05 - $62.44 $1.63 Million - $1.95 Million	31,243 Added 152.63%	51,713 $3.18 Million
Q3 2023 Nov 13, 2023	BUY	$55.35 - $63.62 $125,810 - $144,608	2,273 Added 12.49%	20,470 $1.14 Million
Q2 2023 Aug 11, 2023	BUY	$62.12 - $66.83 $50,441 - $54,265	812 Added 4.67%	18,197 $1.16 Million
Q1 2023 May 09, 2023	BUY	$61.35 - $66.86 $42,883 - $46,735	699 Added 4.19%	17,385 $1.14 Million
Q4 2022 Feb 10, 2023	BUY	$57.38 - $66.98 $60,306 - $70,395	1,051 Added 6.72%	16,686 $1.03 Million
Q3 2022 Nov 01, 2022	SELL	$62.05 - $73.26 $115,288 - $136,117	-1,858 Reduced 10.62%	15,635 $984,000
Q2 2022 Aug 05, 2022	BUY	$66.63 - $80.22 $143,787 - $173,114	2,158 Added 14.07%	17,493 $1.23 Million
Q1 2022 May 12, 2022	SELL	$78.1 - $87.35 $13,979 - $15,635	-179 Reduced 1.15%	15,335 $1.23 Million
Q3 2021 Nov 12, 2021	SELL	$87.52 - $91.88 $379,574 - $398,483	-4,337 Reduced 21.85%	15,514 $1.36 Million
Q2 2021 Aug 16, 2021	BUY	$82.8 - $88.43 $12,751 - $13,618	154 Added 0.78%	19,851 $1.74 Million
Q1 2021 May 11, 2021	BUY	$81.8 - $95.79 $1.61 Million - $1.89 Million	19,697 New	19,697 $1.63 Million

Others Institutions Holding VGLT

# of Institutions

431

Shares Held

121M

Call Options Held

218K

Put Options Held

76.9K

View Full List

About VANGUARD LONG TERM TREASURY ET

Ticker VGLT
Sector ETFs
Industry ETFs

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Beta Wealth Group, Inc. Vanguard Long Term Treasury Et Transaction History