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Laraway Financial Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Laraway Financial 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
2022
Q4 		– Sell
-2,190
Closed -$138K – 103
2022
Q3 		$138K Hold
2,190
– – 0.15% 103
2022
Q2 		$154K Buy
+2,190
New +$157K 0.16% 105
2022
Q1 		– Sell
-2,500
Closed -$223K – 108
2021
Q4 		$223K Buy
+2,500
New +$223K 0.2% 100

Other funds holding VGLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Laraway Financial Advisors's VGLT Position: Q4 2022 in Review

Laraway Financial Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2022, closing a stake of 2,190 shares — an estimated $138K sold.

Laraway Financial Advisors first reported a position in VGLT in Q4 2021 and held it in 3 quarters. The position peaked at $223K in Q4 2021. 236 funds tracked by Wall St. Rank hold VGLT as of Q4 2022.

  • Laraway Financial Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Laraway Financial Advisors sold 2,190 Vanguard Long-Term Treasury ETF shares in Q4 2022, an estimated $138K.
  • Laraway Financial Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2021 and held it in 3 quarters.
  • Laraway Financial Advisors's Vanguard Long-Term Treasury ETF position peaked at $223K in Q4 2021.
  • 236 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2022.

Based on Laraway Financial Advisors's 13F filing for Q4 2022, filed 22 Feb 2023.