JFS Wealth Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

JFS Wealth 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
2026 Q2	$47.2K	Hold	856	–	–	﹤0.01%	560
2026 Q1	$47.4K	Hold	856	–	–	﹤0.01%	535
2025 Q4	$47.8K	Hold	856	–	–	﹤0.01%	534
2025 Q3	$48.7K	Sell	856 -2,884	-77%	-$161K	﹤0.01%	511
2025 Q2	$210K	Hold	3,740	–	–	0.01%	300
2025 Q1	$215K	Buy	3,740 +2,884	+337%	+$162K	0.01%	298
2024 Q4	$47.4K	Hold	856	–	–	﹤0.01%	469
2024 Q3	$52.7K	Buy	+856	New	+$51.7K	﹤0.01%	460

Other funds holding VGLT

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

WLTH Capital Management Chandler, Arizona $156M AUM

Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return