CIA
VGLT icon

Choate Investment Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Choate Investment Advisors’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
2023
Q4 		– Sell
-292
Closed -$16.2K – 461
2023
Q3 		$16.2K Hold
292
– – ﹤0.01% 422
2023
Q2 		$18.6K Hold
292
– – ﹤0.01% 333
2023
Q1 		$19.1K Hold
292
– – ﹤0.01% 308
2022
Q4 		$18K Buy
292
+245
+521% +$15.2K ﹤0.01% 320
2022
Q3 		$3K Hold
47
– – ﹤0.01% 293
2022
Q2 		$3K Sell
47
-360
-88% -$25.9K ﹤0.01% 311
2022
Q1 		$33K Hold
407
– – ﹤0.01% 329
2021
Q4 		$36K Hold
407
– – ﹤0.01% 314
2021
Q3 		$36K Hold
407
– – ﹤0.01% 286
2021
Q2 		$36K Hold
407
– – ﹤0.01% 301
2021
Q1 		$34K Sell
407
-17
-4% -$1.5K ﹤0.01% 279
2020
Q4 		$41K Hold
424
– – ﹤0.01% 268
2020
Q3 		$43K Buy
+424
New +$42.9K ﹤0.01% 261
2019
Q2 		– Sell
-4,624
Closed -$360K – 237
2019
Q1 		$360K Sell
4,624
-160,730
-97% -$12M 0.02% 185
2018
Q4 		$12.4M Sell
165,354
-14,588
-8% -$1.04M 0.8% 18
2018
Q3 		$13M Sell
179,942
-7,887
-4% -$582K 0.72% 15
2018
Q2 		$14M Sell
187,829
-27,322
-13% -$2.01M 0.82% 18
2018
Q1 		$16.1M Buy
215,151
+9,758
+5% +$725K 0.86% 20
2017
Q4 		$16M Buy
205,393
+26,429
+15% +$2.04M 0.82% 20
2017
Q3 		$13.8M Buy
178,964
+20,248
+13% +$1.57M 0.74% 21
2017
Q2 		$12.2M Buy
158,716
+41,706
+36% +$3.18M 0.69% 23
2017
Q1 		$8.72M Buy
117,010
+45,302
+63% +$3.36M 0.51% 30
2016
Q4 		$5.28M Sell
71,708
-303,816
-81% -$23.5M 0.33% 32
2016
Q3 		$31.7M Buy
375,524
+6,479
+2% +$552K 2.08% 8
2016
Q2 		$31.4M Buy
369,045
+22,977
+7% +$1.87M 2.18% 7
2016
Q1 		$27.8M Buy
+346,068
New +$27.3M 1.92% 9
2015
Q4 		– Sell
-48,293
Closed -$3.69M – 285
2015
Q3 		$3.69M Buy
48,293
+3,725
+8% +$280K 0.25% 44
2015
Q2 		$3.26M Buy
44,568
+20,288
+84% +$1.54M 0.19% 54
2015
Q1 		$1.95M Buy
+24,280
New +$1.95M 0.11% 79

Other funds holding VGLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Choate Investment Advisors's VGLT Position: Q4 2023 in Review

Choate Investment Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2023, closing a stake of 292 shares — an estimated $16.2K sold.

Choate Investment Advisors first reported a position in VGLT in Q1 2015 and held it in 29 quarters. The position peaked at $31.7M in Q3 2016. 352 funds tracked by Wall St. Rank hold VGLT as of Q4 2023.

  • Choate Investment Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Choate Investment Advisors sold 292 Vanguard Long-Term Treasury ETF shares in Q4 2023, an estimated $16.2K.
  • Choate Investment Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q1 2015 and held it in 29 quarters.
  • Choate Investment Advisors's Vanguard Long-Term Treasury ETF position peaked at $31.7M in Q3 2016.
  • 352 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2023.

Based on Choate Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.