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Kathleen S. Wright Associates’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Kathleen S. Wright Associates’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
Q2 		– Sell
-2
Closed -$118 – 246
2024
Q1 		$118 Buy
+2
New +$118 ﹤0.01% 230

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Empower Advisory Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
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

Kathleen S. Wright Associates's VGLT Position: Q2 2024 in Review

Kathleen S. Wright Associates sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2024, closing a stake of 2 shares — an estimated $118 sold.

Kathleen S. Wright Associates first reported a position in VGLT in Q1 2024 and held it in 1 quarter. The position peaked at $118 in Q1 2024. 368 funds tracked by Wall St. Rank hold VGLT as of Q2 2024.

  • Kathleen S. Wright Associates reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 2 Vanguard Long-Term Treasury ETF shares in Q2 2024, an estimated $118.
  • Kathleen S. Wright Associates first reported a position in Vanguard Long-Term Treasury ETF in Q1 2024 and held it in 1 quarter.
  • Kathleen S. Wright Associates's Vanguard Long-Term Treasury ETF position peaked at $118 in Q1 2024.
  • 368 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2024.

Based on Kathleen S. Wright Associates's 13F filing for Q2 2024, filed 18 Jul 2024.