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

Lee Financial’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
Q4 		– Sell
-47
Closed -$2.61K – 929
2023
Q3 		$2.61K Buy
+47
New +$2.81K ﹤0.01% 635

Other funds holding VGLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
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
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Lee Financial's VGLT Position: Q4 2023 in Review

Lee Financial sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2023, closing a stake of 47 shares — an estimated $2.61K sold.

Lee Financial first reported a position in VGLT in Q3 2023 and held it in 1 quarter. The position peaked at $2.61K in Q3 2023. 352 funds tracked by Wall St. Rank hold VGLT as of Q4 2023.

  • Lee Financial reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 47 Vanguard Long-Term Treasury ETF shares in Q4 2023, an estimated $2.61K.
  • Lee Financial first reported a position in Vanguard Long-Term Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Lee Financial's Vanguard Long-Term Treasury ETF position peaked at $2.61K in Q3 2023.
  • 352 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.