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Baker Tilly Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Baker Tilly Wealth Management’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
Q3 		– Sell
-3,628
Closed -$230K – 553
2023
Q2 		$230K Sell
3,628
-2,520
-41% -$162K 0.02% 502
2023
Q1 		$403K Sell
6,148
-2,959
-32% -$191K 0.05% 390
2022
Q4 		$561K Buy
9,107
+1,930
+27% +$120K 0.07% 292
2022
Q3 		$452K Sell
7,177
-2,587
-26% -$178K 0.06% 315
2022
Q2 		$685K Buy
9,764
+6,085
+165% +$437K 0.09% 240
2022
Q1 		$296K Buy
+3,679
New +$308K 0.03% 432

Other funds holding VGLT

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return