Integrated Investment Consultants’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Integrated Investment Consultants’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	-3,324	Closed	-$233K	–	251
2022 Q2	$233K	Sell	3,324 -41,401	-93%	-$2.98M	0.08%	199
2022 Q1	$3.6M	Buy	44,725 +40,316	+914%	+$3.37M	0.98%	20
2021 Q4	$394K	Buy	4,409 +135	+3%	+$12K	0.11%	177
2021 Q3	$375K	Buy	4,274 +148	+4%	+$13.3K	0.11%	176
2021 Q2	$362K	Buy	4,126 +164	+4%	+$13.9K	0.11%	179
2021 Q1	$328K	Buy	+3,962	New	+$350K	0.11%	178

Other funds holding VGLT

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $3.19B AUM 24.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SHGA

Sand Hill Global Advisors Palo Alto, California $3.32B AUM 20.01% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Integrated Investment Consultants's VGLT Position: Q3 2022 in Review

Integrated Investment Consultants sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2022, closing a stake of 3,324 shares — an estimated $233K sold.

Integrated Investment Consultants first reported a position in VGLT in Q1 2021 and held it in 6 quarters. The position peaked at $3.6M in Q1 2022. 204 funds tracked by Wall St. Rank hold VGLT as of Q3 2022.

Integrated Investment Consultants reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
Integrated Investment Consultants sold 3,324 Vanguard Long-Term Treasury ETF shares in Q3 2022, an estimated $233K.
Integrated Investment Consultants first reported a position in Vanguard Long-Term Treasury ETF in Q1 2021 and held it in 6 quarters.
Integrated Investment Consultants's Vanguard Long-Term Treasury ETF position peaked at $3.6M in Q1 2022.
204 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2022.

Based on Integrated Investment Consultants's 13F filing for Q3 2022, filed 21 Nov 2022.