Liberty Wealth Management LLC Vanguard Long Term Treasury Et Transaction History

Liberty Wealth Management LLC

$578 Million
Q4 2024

A detailed history of Liberty Wealth Management LLC transactions in Vanguard Long Term Treasury Et stock. As of the latest transaction made, Liberty Wealth Management LLC holds 74,017 shares of VGLT stock, worth $4.18 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

74,017

Previous 66,831 10.75%

Holding current value

$4.18 Million

Previous $4.11 Million 0.39%

% of portfolio

0.71%

Previous 0.72%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$55.1 - $61.74 $395,948 - $443,663	7,186 Added 10.75%	74,017 $4.1 Million
Q3 2024 Nov 01, 2024	SELL	$56.52 - $63.23 $149,156 - $166,863	-2,639 Reduced 3.8%	66,831 $4.11 Million
Q2 2024 Aug 06, 2024	BUY	$55.25 - $59.25 $708,747 - $760,059	12,828 Added 22.65%	69,470 $3.52 Million
Q1 2024 May 02, 2024	BUY	$57.73 - $61.4 $3.25 Million - $3.46 Million	56,360 Added 19985.82%	56,642 $3.3 Million
Q4 2023 Feb 08, 2024	SELL	$52.05 - $62.44 $795,115 - $953,833	-15,276 Reduced 98.19%	282 $17,000
Q3 2023 Nov 13, 2023	BUY	$55.35 - $63.62 $28,007 - $32,191	506 Added 3.36%	15,558 $864,000
Q2 2023 Aug 10, 2023	SELL	$62.12 - $66.83 $13,355 - $14,368	-215 Reduced 1.41%	15,052 $956,000
Q1 2023 May 03, 2023	BUY	$61.35 - $66.86 $936,630 - $1.02 Million	15,267 New	15,267 $1 Million

Others Institutions Holding VGLT

# of Institutions

434

Shares Held

175M

Call Options Held

307K

Put Options Held

510K

View Full List

About VANGUARD LONG TERM TREASURY ET

Ticker VGLT
Sector ETFs
Industry ETFs

More about VGLT

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Liberty Wealth Management LLC Vanguard Long Term Treasury Et Transaction History