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Graves Light Lenhart Wealth’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Graves Light Lenhart Wealth’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
-249
Closed -$21K – 754
2021
Q1 		$21K Buy
+249
New +$22K ﹤0.01% 503

Other funds holding VGLT

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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

Graves Light Lenhart Wealth's VGLT Position: Q2 2021 in Review

Graves Light Lenhart Wealth sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2021, closing a stake of 249 shares — an estimated $21K sold.

Graves Light Lenhart Wealth first reported a position in VGLT in Q1 2021 and held it in 1 quarter. The position peaked at $21K in Q1 2021. 149 funds tracked by Wall St. Rank hold VGLT as of Q2 2021.

  • Graves Light Lenhart Wealth reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2021 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 249 Vanguard Long-Term Treasury ETF shares in Q2 2021, an estimated $21K.
  • Graves Light Lenhart Wealth first reported a position in Vanguard Long-Term Treasury ETF in Q1 2021 and held it in 1 quarter.
  • Graves Light Lenhart Wealth's Vanguard Long-Term Treasury ETF position peaked at $21K in Q1 2021.
  • 149 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2021.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2021, filed 12 Jul 2021.