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 $1.89T AUM 35.08% 1-Year Est. Return

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

NSLI

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SHGA

Sand Hill Global Advisors Palo Alto, California $3.32B AUM 20.01% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Capital Advisory Group Advisory Services's VGLT Position: Q3 2022 in Review

Capital Advisory Group Advisory Services sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2022, closing a stake of 1,129 shares — an estimated $80K sold.

Capital Advisory Group Advisory Services first reported a position in VGLT in Q3 2020 and held it in 7 quarters. The position peaked at $99K in Q3 2021. 204 funds tracked by Wall St. Rank hold VGLT as of Q3 2022.

Capital Advisory Group Advisory Services reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 1,129 Vanguard Long-Term Treasury ETF shares in Q3 2022, an estimated $80K.
Capital Advisory Group Advisory Services first reported a position in Vanguard Long-Term Treasury ETF in Q3 2020 and held it in 7 quarters.
Capital Advisory Group Advisory Services's Vanguard Long-Term Treasury ETF position peaked at $99K in Q3 2021.
204 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q3 2022, filed 7 Nov 2022.