Arcadia Wealth Management (New Hampshire)’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Arcadia Wealth Management (New Hampshire)’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	–	Sell	-14,258	Closed	-$934K	–	69
2023 Q1	$934K	Buy	14,258 +3,033	+27%	+$196K	0.77%	24
2022 Q4	$692K	Buy	+11,225	New	+$698K	0.61%	28

Other funds holding VGLT

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Arcadia Wealth Management (New Hampshire)'s VGLT Position: Q2 2023 in Review

Arcadia Wealth Management (New Hampshire) sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2023, closing a stake of 14,258 shares — an estimated $934K sold.

Arcadia Wealth Management (New Hampshire) first reported a position in VGLT in Q4 2022 and held it in 2 quarters. The position peaked at $934K in Q1 2023. 286 funds tracked by Wall St. Rank hold VGLT as of Q2 2023.

Arcadia Wealth Management (New Hampshire) reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
Arcadia Wealth Management (New Hampshire) sold 14,258 Vanguard Long-Term Treasury ETF shares in Q2 2023, an estimated $934K.
Arcadia Wealth Management (New Hampshire) first reported a position in Vanguard Long-Term Treasury ETF in Q4 2022 and held it in 2 quarters.
Arcadia Wealth Management (New Hampshire)'s Vanguard Long-Term Treasury ETF position peaked at $934K in Q1 2023.
286 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2023.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2023, filed 14 Aug 2023.