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

Other funds holding VGLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JT Stratford LLC's VGLT Position: Q3 2023 in Review

JT Stratford LLC sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2023, closing a stake of 46,905 shares — an estimated $2.98M sold.

JT Stratford LLC first reported a position in VGLT in Q2 2022 and held it in 3 quarters. The position peaked at $2.98M in Q2 2023. 291 funds tracked by Wall St. Rank hold VGLT as of Q3 2023.

JT Stratford LLC reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
JT Stratford LLC sold 46,905 Vanguard Long-Term Treasury ETF shares in Q3 2023, an estimated $2.98M.
JT Stratford LLC first reported a position in Vanguard Long-Term Treasury ETF in Q2 2022 and held it in 3 quarters.
JT Stratford LLC's Vanguard Long-Term Treasury ETF position peaked at $2.98M in Q2 2023.
291 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2023.

Based on JT Stratford LLC's 13F filing for Q3 2023, filed 14 Nov 2023.