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

Janiczek 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
2022
Q2 		– Sell
-252
Closed -$20K – 1075
2022
Q1 		$20K Hold
252
– – 0.01% 458
2021
Q4 		$23K Buy
+252
New +$22.5K 0.01% 455

Other funds holding VGLT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Janiczek Wealth Management's VGLT Position: Q2 2022 in Review

Janiczek Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2022, closing a stake of 252 shares — an estimated $20K sold.

Janiczek Wealth Management first reported a position in VGLT in Q4 2021 and held it in 2 quarters. The position peaked at $23K in Q4 2021. 184 funds tracked by Wall St. Rank hold VGLT as of Q2 2022.

  • Janiczek Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2022 after selling out during the quarter.
  • Janiczek Wealth Management sold 252 Vanguard Long-Term Treasury ETF shares in Q2 2022, an estimated $20K.
  • Janiczek Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2021 and held it in 2 quarters.
  • Janiczek Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $23K in Q4 2021.
  • 184 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2022.

Based on Janiczek Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.