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

Continuum Advisory’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
Q1 		– Sell
-4,104
Closed -$253K – 1708
2023
Q4 		$253K Buy
+4,104
New +$232K 0.04% 402

Other funds holding VGLT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
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
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 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

Continuum Advisory's VGLT Position: Q1 2024 in Review

Continuum Advisory sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2024, closing a stake of 4,104 shares — an estimated $253K sold.

Continuum Advisory first reported a position in VGLT in Q4 2023 and held it in 1 quarter. The position peaked at $253K in Q4 2023. 362 funds tracked by Wall St. Rank hold VGLT as of Q1 2024.

  • Continuum Advisory reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Continuum Advisory sold 4,104 Vanguard Long-Term Treasury ETF shares in Q1 2024, an estimated $253K.
  • Continuum Advisory first reported a position in Vanguard Long-Term Treasury ETF in Q4 2023 and held it in 1 quarter.
  • Continuum Advisory's Vanguard Long-Term Treasury ETF position peaked at $253K in Q4 2023.
  • 362 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2024.

Based on Continuum Advisory's 13F filing for Q1 2024, filed 13 May 2024.