Cardinal Strategic Wealth Guidance’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Cardinal Strategic Wealth Guidance’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 Q1	–	Sell	-6,835	Closed	-$421K	–	70
2023 Q4	$421K	Buy	6,835 +1,037	+18%	+$58.6K	0.17%	45
2023 Q3	$322K	Buy	5,798 +1,694	+41%	+$101K	0.15%	50
2023 Q2	$261K	Hold	4,104	–	–	0.12%	52
2023 Q1	$269K	Buy	4,104 +700	+21%	+$45.1K	0.12%	53
2022 Q4	$210K	Buy	3,404 +2,704	+386%	+$168K	0.1%	67
2022 Q3	$44K	Hold	700	–	–	0.02%	66
2022 Q2	$49K	Hold	700	–	–	0.03%	71
2022 Q1	$56K	Buy	+700	New	+$58.5K	0.03%	75

Other funds holding VGLT

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

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

NSLI

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's VGLT Position: Q1 2024 in Review

Cardinal Strategic Wealth Guidance sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2024, closing a stake of 6,835 shares — an estimated $421K sold.

Cardinal Strategic Wealth Guidance first reported a position in VGLT in Q1 2022 and held it in 8 quarters. The position peaked at $421K in Q4 2023. 362 funds tracked by Wall St. Rank hold VGLT as of Q1 2024.

Cardinal Strategic Wealth Guidance reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 6,835 Vanguard Long-Term Treasury ETF shares in Q1 2024, an estimated $421K.
Cardinal Strategic Wealth Guidance first reported a position in Vanguard Long-Term Treasury ETF in Q1 2022 and held it in 8 quarters.
Cardinal Strategic Wealth Guidance's Vanguard Long-Term Treasury ETF position peaked at $421K in Q4 2023.
362 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2024.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2024, filed 25 Apr 2024.