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DHJJ Financial Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

DHJJ Financial 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
2026
Q2 		– Sell
-79
Closed -$4.37K – 1111
2026
Q1 		$4.37K Buy
+79
New +$4.43K ﹤0.01% 671

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NL
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Ameriprise
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MNA
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CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

DHJJ Financial Advisors's VGLT Position: Q2 2026 in Review

DHJJ Financial Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2026, closing a stake of 79 shares — an estimated $4.37K sold.

DHJJ Financial Advisors first reported a position in VGLT in Q1 2026 and held it in 1 quarter. The position peaked at $4.37K in Q1 2026. 457 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • DHJJ Financial Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • DHJJ Financial Advisors sold 79 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $4.37K.
  • DHJJ Financial Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q1 2026 and held it in 1 quarter.
  • DHJJ Financial Advisors's Vanguard Long-Term Treasury ETF position peaked at $4.37K in Q1 2026.
  • 457 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.