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

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

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

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

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SHGA

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

Intelligence Driven Advisers's VGLT Position: Q4 2022 in Review

Intelligence Driven Advisers sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2022, closing a stake of 31,239 shares — an estimated $1.96M sold.

Intelligence Driven Advisers first reported a position in VGLT in Q2 2021 and held it in 5 quarters. The position peaked at $4M in Q1 2022. 236 funds tracked by Wall St. Rank hold VGLT as of Q4 2022.

Intelligence Driven Advisers reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
Intelligence Driven Advisers sold 31,239 Vanguard Long-Term Treasury ETF shares in Q4 2022, an estimated $1.96M.
Intelligence Driven Advisers first reported a position in Vanguard Long-Term Treasury ETF in Q2 2021 and held it in 5 quarters.
Intelligence Driven Advisers's Vanguard Long-Term Treasury ETF position peaked at $4M in Q1 2022.
236 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2022.

Based on Intelligence Driven Advisers's 13F filing for Q4 2022, filed 23 Jan 2023.