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Lokken Investment Group’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Lokken Investment Group’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
Q1 		– Sell
-3,863
Closed -$238K – 146
2023
Q4 		$238K Buy
3,863
+22
+0.6% +$1.24K 0.13% 117
2023
Q3 		$213K Buy
3,841
+147
+4% +$8.78K 0.14% 120
2023
Q2 		$235K Buy
3,694
+487
+15% +$31.2K 0.15% 110
2023
Q1 		$210K Buy
+3,207
New +$207K 0.16% 111

Other funds holding VGLT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 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 $5.36B AUM 7.83% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lokken Investment Group's VGLT Position: Q1 2024 in Review

Lokken Investment Group sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2024, closing a stake of 3,863 shares — an estimated $238K sold.

Lokken Investment Group first reported a position in VGLT in Q1 2023 and held it in 4 quarters. The position peaked at $238K in Q4 2023. 364 funds tracked by Wall St. Rank hold VGLT as of Q1 2024.

  • Lokken Investment Group reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Lokken Investment Group sold 3,863 Vanguard Long-Term Treasury ETF shares in Q1 2024, an estimated $238K.
  • Lokken Investment Group first reported a position in Vanguard Long-Term Treasury ETF in Q1 2023 and held it in 4 quarters.
  • Lokken Investment Group's Vanguard Long-Term Treasury ETF position peaked at $238K in Q4 2023.
  • 364 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2024.

Based on Lokken Investment Group's 13F filing for Q1 2024, filed 14 May 2024.