CWM
VGLT icon

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

Centurion 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
2025
Q3 		– Sell
-16,885
Closed -$948K – 318
2025
Q2 		$948K Buy
16,885
+2,425
+17% +$134K 0.27% 73
2025
Q1 		$800K Hold
14,460
– – 0.25% 73
2024
Q4 		$800K Buy
14,460
+7,743
+115% +$449K 0.25% 73
2024
Q3 		$413K Buy
+6,717
New +$406K 0.13% 116
2024
Q1 		$372K Buy
6,280
+821
+15% +$48.6K 0.15% 104
2023
Q4 		$336K Sell
5,459
-1,961
-26% -$111K 0.14% 110
2023
Q3 		$412K Buy
7,420
+2,049
+38% +$122K 0.2% 85
2023
Q2 		$341K Sell
5,371
-1,406
-21% -$90.2K 0.16% 99
2023
Q1 		$444K Buy
6,777
+3,280
+94% +$212K 0.22% 82
2022
Q4 		$215K Buy
+3,497
New +$217K 0.12% 137

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return