Institute for Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Institute for Wealth Management’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 Q3	–	Sell	-11,700	Closed	-$821K	–	527
2022 Q2	$821K	Buy	+11,700	New	+$841K	0.16%	163
2020 Q4	–	Sell	-2,050	Closed	-$204K	–	456
2020 Q3	$204K	Buy	+2,050	New	+$207K	0.05%	395

Other funds holding VGLT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Institute for Wealth Management's VGLT Position: Q3 2022 in Review

Institute for Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2022, closing a stake of 11,700 shares — an estimated $821K sold.

Institute for Wealth Management first reported a position in VGLT in Q3 2020 and held it in 2 quarters. The position peaked at $821K in Q2 2022. 204 funds tracked by Wall St. Rank hold VGLT as of Q3 2022.

Institute for Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
Institute for Wealth Management sold 11,700 Vanguard Long-Term Treasury ETF shares in Q3 2022, an estimated $821K.
Institute for Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q3 2020 and held it in 2 quarters.
Institute for Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $821K in Q2 2022.
204 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.