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Intelligence Driven Advisers’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Intelligence Driven Advisers’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
Q4 		– Sell
-31,239
Closed -$1.96M – 118
2022
Q3 		$1.96M Sell
31,239
-8,930
-22% -$615K 0.39% 48
2022
Q2 		$2.82M Sell
40,169
-11,936
-23% -$858K 0.55% 40
2022
Q1 		$4M Buy
52,105
+6,958
+15% +$582K 0.73% 35
2021
Q4 		$3.88M Buy
+45,147
New +$4.02M 0.71% 29
2021
Q3 		– Sell
-24,612
Closed -$2.16M – 87
2021
Q2 		$2.16M Buy
+24,612
New +$2.09M 0.42% 37

Other funds holding VGLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return