Authentikos Wealth Advisory’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Authentikos Wealth Advisory’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
2025 Q1	–	Sell	-4,607	Closed	-$255K	–	100
2024 Q4	$255K	Sell	4,607 -316	-6%	-$18.3K	0.25%	67
2024 Q3	$303K	Buy	+4,923	New	+$297K	0.29%	56
2024 Q2	–	Sell	-4,583	Closed	-$271K	–	69
2024 Q1	$271K	Sell	4,583 -885	-16%	-$52.3K	0.27%	49
2023 Q4	$336K	Sell	5,468 -979	-15%	-$55.3K	0.36%	47
2023 Q3	$358K	Buy	6,447 +15	+0.2%	+$896	0.35%	47
2023 Q2	$409K	Sell	6,432 -4,040	-39%	-$259K	0.39%	47
2023 Q1	$645K	Buy	+10,472	New	+$675K	0.65%	27

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Authentikos Wealth Advisory's VGLT Position: Q1 2025 in Review

Authentikos Wealth Advisory sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2025, closing a stake of 4,607 shares — an estimated $255K sold.

Authentikos Wealth Advisory first reported a position in VGLT in Q1 2023 and held it in 7 quarters. The position peaked at $645K in Q1 2023. 408 funds tracked by Wall St. Rank hold VGLT as of Q1 2025.

Authentikos Wealth Advisory reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Authentikos Wealth Advisory sold 4,607 Vanguard Long-Term Treasury ETF shares in Q1 2025, an estimated $255K.
Authentikos Wealth Advisory first reported a position in Vanguard Long-Term Treasury ETF in Q1 2023 and held it in 7 quarters.
Authentikos Wealth Advisory's Vanguard Long-Term Treasury ETF position peaked at $645K in Q1 2023.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2025.

Based on Authentikos Wealth Advisory's 13F filing for Q1 2025, filed 17 Apr 2025.