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LaSalle St. Investment Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

LaSalle St. Investment 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
2025
Q1 		– Sell
-3,774
Closed -$208K – 339
2024
Q4 		$208K Buy
+3,774
New +$219K 0.06% 264

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Bank of America
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NL
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VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LaSalle St. Investment Advisors's VGLT Position: Q1 2025 in Review

LaSalle St. Investment Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2025, closing a stake of 3,774 shares — an estimated $208K sold.

LaSalle St. Investment Advisors first reported a position in VGLT in Q4 2024 and held it in 1 quarter. The position peaked at $208K in Q4 2024. 405 funds tracked by Wall St. Rank hold VGLT as of Q1 2025.

  • LaSalle St. Investment Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • LaSalle St. Investment Advisors sold 3,774 Vanguard Long-Term Treasury ETF shares in Q1 2025, an estimated $208K.
  • LaSalle St. Investment Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2024 and held it in 1 quarter.
  • LaSalle St. Investment Advisors's Vanguard Long-Term Treasury ETF position peaked at $208K in Q4 2024.
  • 405 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2025.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2025, filed 12 May 2025.