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Marshall & Sterling Wealth Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Marshall & Sterling Wealth 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
Q2 		– Sell
-10
Closed -$580 – 682
2025
Q1 		$580 Buy
+10
New +$563 ﹤0.01% 612

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NL
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CCWM
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SCM
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NSLI
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's VGLT Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2025, closing a stake of 10 shares — an estimated $580 sold.

Marshall & Sterling Wealth Advisors first reported a position in VGLT in Q1 2025 and held it in 1 quarter. The position peaked at $580 in Q1 2025. 400 funds tracked by Wall St. Rank hold VGLT as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 10 Vanguard Long-Term Treasury ETF shares in Q2 2025, an estimated $580.
  • Marshall & Sterling Wealth Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Vanguard Long-Term Treasury ETF position peaked at $580 in Q1 2025.
  • 400 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.