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Concord Wealth Partners’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Concord Wealth Partners’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
-1,013
Closed -$62.3K – 987
2024
Q3 		$62.3K Buy
+1,013
New +$61.2K 0.01% 307

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NL
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VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
CCWM
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NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Concord Wealth Partners's VGLT Position: Q4 2024 in Review

Concord Wealth Partners sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2024, closing a stake of 1,013 shares — an estimated $62.3K sold.

Concord Wealth Partners first reported a position in VGLT in Q3 2024 and held it in 1 quarter. The position peaked at $62.3K in Q3 2024. 408 funds tracked by Wall St. Rank hold VGLT as of Q4 2024.

  • Concord Wealth Partners reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 1,013 Vanguard Long-Term Treasury ETF shares in Q4 2024, an estimated $62.3K.
  • Concord Wealth Partners first reported a position in Vanguard Long-Term Treasury ETF in Q3 2024 and held it in 1 quarter.
  • Concord Wealth Partners's Vanguard Long-Term Treasury ETF position peaked at $62.3K in Q3 2024.
  • 408 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.