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AJ Wealth Strategies’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

AJ Wealth Strategies’s Portfolio VGLT Stock Details VGLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$1.23M Buy
+19,283
New +$1.24M 0.06% 119
2022
Q2 		– Sell
-11,286
Closed -$907K – 346
2022
Q1 		$907K Buy
+11,286
New +$943K 0.04% 145

Other funds holding VGLT

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

AJ Wealth Strategies's VGLT Position: Q2 2023 in Review

AJ Wealth Strategies opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q2 2023: 19,283 shares worth $1.23M. The stake represents 0.06% of the portfolio and ranks #119 among its holdings. This is a return to the name: AJ Wealth Strategies previously reported a position in VGLT as recently as Q1 2022.

AJ Wealth Strategies first reported a position in VGLT in Q1 2022 and has held it in 2 quarters since. 285 funds tracked by Wall St. Rank hold VGLT as of Q2 2023.

  • AJ Wealth Strategies held 19,283 shares of Vanguard Long-Term Treasury ETF worth $1.23M as of Q2 2023.
  • Vanguard Long-Term Treasury ETF was a new AJ Wealth Strategies position in Q2 2023.
  • Vanguard Long-Term Treasury ETF made up 0.06% of AJ Wealth Strategies's portfolio in Q2 2023, its #119 holding.
  • AJ Wealth Strategies first reported a position in Vanguard Long-Term Treasury ETF in Q1 2022 and has held it in 2 quarters since.
  • 285 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.