FSC Wealth Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

FSC Wealth 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
2023 Q4	–	Sell	-1,283	Closed	-$71.2K	–	293
2023 Q3	$71.2K	Buy	1,283 +98	+8%	+$5.85K	0.07%	59
2023 Q2	$75.3K	Sell	1,185 -337	-22%	-$21.6K	0.07%	56
2023 Q1	$99.7K	Buy	1,522 +1,369	+895%	+$88.3K	0.16%	35
2022 Q4	$9.43K	Sell	153 -597	-80%	-$37.1K	0.02%	113
2022 Q3	$47K	Sell	750 -124	-14%	-$8.55K	0.45%	48
2022 Q2	$61K	Buy	874 +239	+38%	+$17.2K	0.54%	46
2022 Q1	$51K	Sell	635 -28	-4%	-$2.34K	0.05%	68
2021 Q4	$59K	Buy	+663	New	+$59.1K	0.04%	70

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 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

FSC Wealth Advisors's VGLT Position: Q4 2023 in Review

FSC Wealth Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2023, closing a stake of 1,283 shares — an estimated $71.2K sold.

FSC Wealth Advisors first reported a position in VGLT in Q4 2021 and held it in 8 quarters. The position peaked at $99.7K in Q1 2023. 354 funds tracked by Wall St. Rank hold VGLT as of Q4 2023.

FSC Wealth Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
FSC Wealth Advisors sold 1,283 Vanguard Long-Term Treasury ETF shares in Q4 2023, an estimated $71.2K.
FSC Wealth Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2021 and held it in 8 quarters.
FSC Wealth Advisors's Vanguard Long-Term Treasury ETF position peaked at $99.7K in Q1 2023.
354 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2023.

Based on FSC Wealth Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.