A detailed history of Geo Wealth Management, LLC transactions in Vanguard Long Term Treasury Et stock. As of the latest transaction made, Geo Wealth Management, LLC holds 8,437 shares of VGLT stock, worth $517,019. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,437
Previous 9,744 13.41%
Holding current value
$517,019
Previous $577,000 15.77%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$55.25 - $59.25 $72,211 - $77,439
-1,307 Reduced 13.41%
8,437 $486,000
Q1 2024

May 15, 2024

SELL
$57.73 - $61.4 $97,044 - $103,213
-1,681 Reduced 17.25%
8,063 $477,000
Q1 2024

May 15, 2024

BUY
$57.73 - $61.4 $562,521 - $598,281
9,744 New
9,744 $577,000
Q2 2023

Aug 10, 2023

BUY
$62.12 - $66.83 $48,702 - $52,394
784 New
784 $49,000
Q2 2022

Aug 12, 2022

SELL
$66.63 - $80.22 $106,807 - $128,592
-1,603 Closed
0 $0
Q1 2022

May 13, 2022

SELL
$78.1 - $87.35 $2.41 Million - $2.69 Million
-30,805 Reduced 95.05%
1,603 $130,000
Q4 2021

Feb 14, 2022

BUY
$85.99 - $92.77 $1.14 Million - $1.23 Million
13,285 Added 69.47%
32,408 $2.9 Million
Q3 2021

Nov 12, 2021

BUY
$87.52 - $91.88 $1.67 Million - $1.76 Million
19,123 New
19,123 $1.68 Million
Q4 2020

Feb 12, 2021

SELL
$94.69 - $99.7 $1.79 Million - $1.88 Million
-18,869 Closed
0 $0
Q3 2020

Nov 13, 2020

BUY
$98.44 - $104.5 $1.86 Million - $1.97 Million
18,869 New
18,869 $1.87 Million

Others Institutions Holding VGLT

About VANGUARD LONG TERM TREASURY ET


  • Ticker VGLT
  • Sector ETFs
  • Industry ETFs
More about VGLT
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.