CWM
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CarsonAllaria Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

CarsonAllaria 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
2024
Q4 		– Sell
-10
Closed -$615 – 394
2024
Q3 		$615 Buy
+10
New +$604 ﹤0.01% 375

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CarsonAllaria Wealth Management's VGLT Position: Q4 2024 in Review

CarsonAllaria Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2024, closing a stake of 10 shares — an estimated $615 sold.

CarsonAllaria Wealth Management first reported a position in VGLT in Q3 2024 and held it in 1 quarter. The position peaked at $615 in Q3 2024. 408 funds tracked by Wall St. Rank hold VGLT as of Q4 2024.

  • CarsonAllaria Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 10 Vanguard Long-Term Treasury ETF shares in Q4 2024, an estimated $615.
  • CarsonAllaria Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q3 2024 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $615 in Q3 2024.
  • 408 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.