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JT Stratford LLC’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

JT Stratford LLC’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
2023
Q3 		– Sell
-46,905
Closed -$2.98M – 252
2023
Q2 		$2.98M Buy
+46,905
New +$3.01M 0.8% 25
2022
Q4 		– Sell
-36,875
Closed -$2.32M – 226
2022
Q3 		$2.32M Buy
36,875
+6,481
+21% +$447K 0.83% 29
2022
Q2 		$2.13M Buy
+30,394
New +$2.18M 0.68% 37

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
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NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
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VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return