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

Fortitude Advisory Group’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
2022
Q2 		– Sell
-57
Closed -$5K – 1252
2022
Q1 		$5K Sell
57
-107
-65% -$8.94K ﹤0.01% 1172
2021
Q4 		$15K Buy
+164
New +$14.6K 0.01% 932

Other funds holding VGLT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Fortitude Advisory Group's VGLT Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2022, closing a stake of 57 shares — an estimated $5K sold.

Fortitude Advisory Group first reported a position in VGLT in Q4 2021 and held it in 2 quarters. The position peaked at $15K in Q4 2021. 184 funds tracked by Wall St. Rank hold VGLT as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 57 Vanguard Long-Term Treasury ETF shares in Q2 2022, an estimated $5K.
  • Fortitude Advisory Group first reported a position in Vanguard Long-Term Treasury ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Vanguard Long-Term Treasury ETF position peaked at $15K in Q4 2021.
  • 184 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.