Integrity Wealth Solutions’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Integrity Wealth Solutions’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
2025 Q1	–	Sell	-53,267	Closed	-$2.95M	–	110
2024 Q4	$2.95M	Buy	53,267 +7,476	+16%	+$433K	1.65%	19
2024 Q3	$2.82M	Buy	45,791 +453	+1%	+$27.4K	1.64%	21
2024 Q2	$2.62M	Buy	45,338 +465	+1%	+$26.6K	1.7%	19
2024 Q1	$2.66M	Buy	44,873 +274	+0.6%	+$16.2K	1.74%	18
2023 Q4	$2.74M	Buy	+44,599	New	+$2.52M	1.9%	16

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

NSLI

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Integrity Wealth Solutions's VGLT Position: Q1 2025 in Review

Integrity Wealth Solutions sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2025, closing a stake of 53,267 shares — an estimated $2.95M sold.

Integrity Wealth Solutions first reported a position in VGLT in Q4 2023 and held it in 5 quarters. The position peaked at $2.95M in Q4 2024. 405 funds tracked by Wall St. Rank hold VGLT as of Q1 2025.

Integrity Wealth Solutions reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Integrity Wealth Solutions sold 53,267 Vanguard Long-Term Treasury ETF shares in Q1 2025, an estimated $2.95M.
Integrity Wealth Solutions first reported a position in Vanguard Long-Term Treasury ETF in Q4 2023 and held it in 5 quarters.
Integrity Wealth Solutions's Vanguard Long-Term Treasury ETF position peaked at $2.95M in Q4 2024.
405 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2025.

Based on Integrity Wealth Solutions's 13F filing for Q1 2025, filed 22 Apr 2025.