Family Wealth Group, LLC Vanguard Long Term Treasury Et Transaction History

Family Wealth Group, LLC

$92.9 Million
Q3 2024

A detailed history of Family Wealth Group, LLC transactions in Vanguard Long Term Treasury Et stock. As of the latest transaction made, Family Wealth Group, LLC holds 8,691 shares of VGLT stock, worth $496,864. This represents 0.58% of its overall portfolio holdings.

Number of Shares

8,691

Previous 8,643 0.56%

Holding current value

$496,864

Previous $498,000 7.23%

% of portfolio

0.58%

Previous 0.54%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Apr 01, 2025	BUY	$56.52 - $63.23 $4,239 - $4,742	75 Added 0.88%	8,553 $526,000
Q3 2024 Nov 14, 2024	BUY	$56.52 - $63.23 $2,712 - $3,035	48 Added 0.56%	8,691 $534,000
Q2 2024 Apr 01, 2025	SELL	$55.25 - $59.25 $773 - $829	-14 Reduced 0.16%	8,478 $489,000
Q2 2024 Aug 14, 2024	BUY	$55.25 - $59.25 $10,994 - $11,790	199 Added 2.36%	8,643 $498,000
Q1 2024 Apr 01, 2025	BUY	$57.73 - $61.4 $63,041 - $67,048	1,092 Added 14.76%	8,492 $503 Million
Q1 2024 Aug 14, 2024	BUY	$57.73 - $61.4 $46,126 - $49,058	799 Added 10.45%	8,444 $500,000
Q4 2023 Apr 01, 2025	SELL	$52.05 - $62.44 $67,196 - $80,610	-1,291 Reduced 14.85%	7,400 $455 Million
Q4 2023 Feb 14, 2024	BUY	$52.05 - $62.44 $397,922 - $477,353	7,645 New	7,645 $470,000

Others Institutions Holding VGLT

# of Institutions

440

Shares Held

115M

Call Options Held

218K

Put Options Held

76.9K

View Full List

About VANGUARD LONG TERM TREASURY ET

Ticker VGLT
Sector ETFs
Industry ETFs

More about VGLT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Family Wealth Group, LLC with notifications on news.

Account

Family Wealth Group, LLC Vanguard Long Term Treasury Et Transaction History