Investment Management Associates’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Investment Management Associates’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
2024 Q3	–	Sell	-97,421	Closed	-$5.62M	–	40
2024 Q2	$5.62M	Hold	97,421	–	–	1.93%	18
2024 Q1	$5.77M	Hold	97,421	–	–	1.99%	16
2023 Q4	$5.99M	Buy	+97,421	New	+$5.5M	2.32%	15
2023 Q3	–	Sell	-61,624	Closed	-$3.91M	–	38
2023 Q2	$3.91M	Hold	61,624	–	–	1.42%	23
2023 Q1	$4.04M	Buy	61,624 +11,421	+23%	+$737K	1.66%	21
2022 Q4	$3.09M	Buy	50,203 +38,393	+325%	+$2.39M	1.3%	23
2022 Q3	$743K	Buy	+11,810	New	+$814K	0.35%	33

Other funds holding VGLT

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

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

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

CCWM

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

NSLI

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

Investment Management Associates's VGLT Position: Q3 2024 in Review

Investment Management Associates sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2024, closing a stake of 97,421 shares — an estimated $5.62M sold.

Investment Management Associates first reported a position in VGLT in Q3 2022 and held it in 7 quarters. The position peaked at $5.99M in Q4 2023. 409 funds tracked by Wall St. Rank hold VGLT as of Q3 2024.

Investment Management Associates reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
Investment Management Associates sold 97,421 Vanguard Long-Term Treasury ETF shares in Q3 2024, an estimated $5.62M.
Investment Management Associates first reported a position in Vanguard Long-Term Treasury ETF in Q3 2022 and held it in 7 quarters.
Investment Management Associates's Vanguard Long-Term Treasury ETF position peaked at $5.99M in Q4 2023.
409 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2024.

Based on Investment Management Associates's 13F filing for Q3 2024, filed 5 Nov 2024.