Beaird Harris Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Beaird Harris 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
2022 Q2	–	Sell	-52	Closed	-$4K	–	615
2022 Q1	$4K	Hold	52	–	–	﹤0.01%	463
2021 Q4	$5K	Buy	+52	New	+$4.63K	﹤0.01%	477

Other funds holding VGLT

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

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

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

NSLI

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

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

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

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

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

SHGA

Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Beaird Harris Wealth Management's VGLT Position: Q2 2022 in Review

Beaird Harris Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2022, closing a stake of 52 shares — an estimated $4K sold.

Beaird Harris Wealth Management first reported a position in VGLT in Q4 2021 and held it in 2 quarters. The position peaked at $5K in Q4 2021. 184 funds tracked by Wall St. Rank hold VGLT as of Q2 2022.

Beaird Harris Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2022 after selling out during the quarter.
Beaird Harris Wealth Management sold 52 Vanguard Long-Term Treasury ETF shares in Q2 2022, an estimated $4K.
Beaird Harris Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2021 and held it in 2 quarters.
Beaird Harris Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $5K in Q4 2021.
184 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.