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Householder Group Estate & Retirement Specialist’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q1 		– Sell
-226
Closed -$13K – 1322
2023
Q4 		$13K Buy
+226
New +$12.8K ﹤0.01% 717

Other funds holding VGLT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 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

Householder Group Estate & Retirement Specialist's VGLT Position: Q1 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2024, closing a stake of 226 shares — an estimated $13K sold.

Householder Group Estate & Retirement Specialist first reported a position in VGLT in Q4 2023 and held it in 1 quarter. The position peaked at $13K in Q4 2023. 362 funds tracked by Wall St. Rank hold VGLT as of Q1 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 226 Vanguard Long-Term Treasury ETF shares in Q1 2024, an estimated $13K.
  • Householder Group Estate & Retirement Specialist first reported a position in Vanguard Long-Term Treasury ETF in Q4 2023 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Vanguard Long-Term Treasury ETF position peaked at $13K in Q4 2023.
  • 362 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2024, filed 3 May 2024.