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Jamison Private Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Jamison Private Wealth Management’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
-249
Closed -$15.3K – 466
2024
Q3 		$15.3K Hold
249
– – ﹤0.01% 319
2024
Q2 		$14.4K Sell
249
-1,258
-83% -$72K ﹤0.01% 306
2024
Q1 		$89.3K Buy
+1,507
New +$89.1K 0.02% 221

Other funds holding VGLT

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
VOYA Investment Management
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
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

Jamison Private Wealth Management's VGLT Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2024, closing a stake of 249 shares — an estimated $15.3K sold.

Jamison Private Wealth Management first reported a position in VGLT in Q1 2024 and held it in 3 quarters. The position peaked at $89.3K in Q1 2024. 408 funds tracked by Wall St. Rank hold VGLT as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 249 Vanguard Long-Term Treasury ETF shares in Q4 2024, an estimated $15.3K.
  • Jamison Private Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $89.3K in Q1 2024.
  • 408 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.