Econ Financial Services’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Econ Financial Services’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 Q3	–	Sell	-13,695	Closed	-$870K	–	104
2023 Q2	$870K	Buy	13,695 +270	+2%	+$17.3K	0.61%	60
2023 Q1	$879K	Buy	+13,425	New	+$866K	0.67%	61
2022 Q2	–	Sell	-2,815	Closed	-$226K	–	151
2022 Q1	$226K	Sell	2,815 -3,541	-56%	-$296K	0.17%	60
2021 Q4	$568K	Buy	+6,356	New	+$566K	0.42%	57

Other funds holding VGLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Econ Financial Services's VGLT Position: Q3 2023 in Review

Econ Financial Services sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2023, closing a stake of 13,695 shares — an estimated $870K sold.

Econ Financial Services first reported a position in VGLT in Q4 2021 and held it in 4 quarters. The position peaked at $879K in Q1 2023. 291 funds tracked by Wall St. Rank hold VGLT as of Q3 2023.

Econ Financial Services reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
Econ Financial Services sold 13,695 Vanguard Long-Term Treasury ETF shares in Q3 2023, an estimated $870K.
Econ Financial Services first reported a position in Vanguard Long-Term Treasury ETF in Q4 2021 and held it in 4 quarters.
Econ Financial Services's Vanguard Long-Term Treasury ETF position peaked at $879K in Q1 2023.
291 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2023.

Based on Econ Financial Services's 13F filing for Q3 2023, filed 9 Nov 2023.