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Ellevest Inc’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-68
Closed -$6K – 1427
2021
Q1 		$6K Buy
+68
New +$6.01K ﹤0.01% 881

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FDCDDQ
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AssetMark Inc
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Ellevest Inc's VGLT Position: Q2 2021 in Review

Ellevest Inc sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2021, closing a stake of 68 shares — an estimated $6K sold.

Ellevest Inc first reported a position in VGLT in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 149 funds tracked by Wall St. Rank hold VGLT as of Q2 2021.

  • Ellevest Inc reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2021 after selling out during the quarter.
  • Ellevest Inc sold 68 Vanguard Long-Term Treasury ETF shares in Q2 2021, an estimated $6K.
  • Ellevest Inc first reported a position in Vanguard Long-Term Treasury ETF in Q1 2021 and held it in 1 quarter.
  • Ellevest Inc's Vanguard Long-Term Treasury ETF position peaked at $6K in Q1 2021.
  • 149 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2021.

Based on Ellevest Inc's 13F filing for Q2 2021, filed 13 Jul 2021.