Claraphi Advisory Network’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Claraphi Advisory Network’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
2021 Q4	–	Sell	-3,686	Closed	-$323K	–	329
2021 Q3	$323K	Buy	+3,686	New	+$332K	0.11%	203
2020 Q2	–	Sell	-1,753	Closed	-$177K	–	1155
2020 Q1	$177K	Buy	+1,753	New	+$160K	0.08%	217
2019 Q4	–	Sell	-1,898	Closed	-$167K	–	391
2019 Q3	$167K	Buy	+1,898	New	+$162K	0.1%	211

Other funds holding VGLT

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

NSLI

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

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

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Claraphi Advisory Network's VGLT Position: Q4 2021 in Review

Claraphi Advisory Network sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2021, closing a stake of 3,686 shares — an estimated $323K sold.

Claraphi Advisory Network first reported a position in VGLT in Q3 2019 and held it in 3 quarters. The position peaked at $323K in Q3 2021. 179 funds tracked by Wall St. Rank hold VGLT as of Q4 2021.

Claraphi Advisory Network reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
Claraphi Advisory Network sold 3,686 Vanguard Long-Term Treasury ETF shares in Q4 2021, an estimated $323K.
Claraphi Advisory Network first reported a position in Vanguard Long-Term Treasury ETF in Q3 2019 and held it in 3 quarters.
Claraphi Advisory Network's Vanguard Long-Term Treasury ETF position peaked at $323K in Q3 2021.
179 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2021.

Based on Claraphi Advisory Network's 13F filing for Q4 2021, filed 7 Feb 2022.