Bluestem Financial Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Bluestem Financial Advisors’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
2024 Q2	–	Sell	-4,853	Closed	-$287K	–	28
2024 Q1	$287K	Buy	+4,853	New	+$287K	0.15%	28
2022 Q4	–	Sell	-3,645	Closed	-$229K	–	27
2022 Q3	$229K	Hold	3,645	–	–	0.16%	25
2022 Q2	$256K	Hold	3,645	–	–	0.18%	24
2022 Q1	$293K	Hold	3,645	–	–	0.18%	24
2021 Q4	$326K	Hold	3,645	–	–	0.2%	20
2021 Q3	$320K	Hold	3,645	–	–	0.21%	21
2021 Q2	$320K	Hold	3,645	–	–	0.22%	21
2021 Q1	$302K	Hold	3,645	–	–	0.22%	22
2020 Q4	$349K	Hold	3,645	–	–	0.26%	21
2020 Q3	$363K	Hold	3,645	–	–	0.31%	21
2020 Q2	$365K	Hold	3,645	–	–	0.33%	19
2020 Q1	$368K	Hold	3,645	–	–	0.4%	13
2019 Q4	$304K	Buy	+3,645	New	+$311K	0.28%	17

Other funds holding VGLT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

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

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

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

NSLI

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bluestem Financial Advisors's VGLT Position: Q2 2024 in Review

Bluestem Financial Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2024, closing a stake of 4,853 shares — an estimated $287K sold.

Bluestem Financial Advisors first reported a position in VGLT in Q4 2019 and held it in 13 quarters. The position peaked at $368K in Q1 2020. 370 funds tracked by Wall St. Rank hold VGLT as of Q2 2024.

Bluestem Financial Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
Bluestem Financial Advisors sold 4,853 Vanguard Long-Term Treasury ETF shares in Q2 2024, an estimated $287K.
Bluestem Financial Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2019 and held it in 13 quarters.
Bluestem Financial Advisors's Vanguard Long-Term Treasury ETF position peaked at $368K in Q1 2020.
370 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2024.

Based on Bluestem Financial Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.