JWCA
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J.W. Cole Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

J.W. Cole Advisors’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
Q4 		– Sell
-4,667
Closed -$287K – 999
2024
Q3 		$287K Buy
+4,667
New +$282K 0.01% 789
2023
Q2 		– Sell
-15,711
Closed -$1.03M – 823
2023
Q1 		$1.03M Buy
+15,711
New +$1.01M 0.07% 280
2022
Q1 		– Sell
-14,610
Closed -$1.31M – 872
2021
Q4 		$1.31M Buy
+14,610
New +$1.3M 0.09% 248

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Bank of America
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Morgan Stanley
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NL
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VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
CCWM
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NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return