FWA
VGLT icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return