Comprehensive Wealth Management, LLC Vanguard Long Term Treasury Et Transaction History

Comprehensive Wealth Management, LLC

  • $138 Million
  • Q1 2025

A detailed history of Comprehensive Wealth Management, LLC transactions in Vanguard Long Term Treasury Et stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 13,450 shares of VGLT stock, worth $752,124. This represents 0.56% of its overall portfolio holdings.

Number of Shares
13,450
Previous 9,181 46.5%
Holding current value
$752,124
Previous $508,000 52.36%
% of portfolio
0.56%
Previous 0.39%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$53.99 - $58.43 $230,483 - $249,437
4,269 Added 46.5%
13,450 $774,000
Q4 2024

Feb 11, 2025
BUY
$55.1 - $61.74 $108,271 - $121,319
1,965 Added 27.23%
9,181 $508,000
Q3 2024

Nov 06, 2024
BUY
$56.52 - $63.23 $17,351 - $19,411
307 Added 4.44%
7,216 $444,000
Q2 2024

Aug 13, 2024
SELL
$55.25 - $59.25 $18.6 Million - $19.9 Million
-336,197 Reduced 97.99%
6,909 $398,000
Q1 2024

May 01, 2024
BUY
$57.73 - $61.4 $9.65 Million - $10.3 Million
167,165 Added 95.01%
343,106 $20.3 Million
Q4 2023

Jan 12, 2024
SELL
$52.05 - $62.44 $4.78 Million - $5.73 Million
-91,839 Reduced 34.3%
175,941 $10.8 Million
Q3 2023

Jan 12, 2024
SELL
$55.35 - $63.62 $21.1 Million - $24.2 Million
-380,506 Reduced 58.69%
267,780 $14.9 Million
Q2 2023

Jan 12, 2024
BUY
$62.12 - $66.83 $39.8 Million - $42.8 Million
640,692 Added 8436.82%
648,286 $41.2 Million
Q4 2022

Jan 12, 2024
BUY
$57.38 - $66.98 $59,675 - $69,659
1,040 Added 15.87%
7,594 $467,000
Q3 2022

Jan 12, 2024
BUY
$62.05 - $73.26 $13,837 - $16,336
223 Added 3.52%
6,554 $0
Q2 2022

Jan 12, 2024
BUY
$66.63 - $80.22 $157,180 - $189,238
2,359 Added 59.39%
6,331 $0
Q1 2022

Jan 12, 2024
BUY
$78.1 - $87.35 $310,213 - $346,954
3,972 New
3,972 $0

Others Institutions Holding VGLT

# of Institutions
451
Shares Held
102M
Call Options Held
388K
Put Options Held
65.7K
View Full List

About VANGUARD LONG TERM TREASURY ET

VGLT Quotes by TradingView
  • Ticker VGLT
  • Sector ETFs
  • Industry ETFs
More about VGLT
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