Capital Advisory Group Advisory Services’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Capital Advisory Group Advisory Services’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 Q3	–	Sell	-1,129	Closed	-$80K	–	191
2022 Q2	$80K	Hold	1,129	–	–	0.05%	154
2022 Q1	$91K	Buy	+1,129	New	+$94.4K	0.04%	205
2021 Q4	–	Sell	-1,129	Closed	-$99K	–	491
2021 Q3	$99K	Hold	1,129	–	–	0.04%	231
2021 Q2	$99K	Buy	1,129 +599	+113%	+$50.9K	0.04%	235
2021 Q1	$44K	Hold	530	–	–	0.02%	255
2020 Q4	$51K	Buy	530 +80	+18%	+$7.75K	0.02%	247
2020 Q3	$45K	Buy	+450	New	+$45.5K	0.02%	206

Other funds holding VGLT

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

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

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

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

Bank of America

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

JP Morgan Chase

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

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

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

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