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Mills Wealth Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Mills 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
2024
Q3 		– Sell
-4,051
Closed -$234K – 59
2024
Q2 		$234K Buy
+4,051
New +$232K 0.17% 43
2023
Q1 		– Sell
-26,866
Closed -$1.66M – 55
2022
Q4 		$1.66M Buy
+26,866
New +$1.67M 1.5% 19

Other funds holding VGLT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Mills Wealth Advisors's VGLT Position: Q3 2024 in Review

Mills Wealth Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2024, closing a stake of 4,051 shares — an estimated $234K sold.

Mills Wealth Advisors first reported a position in VGLT in Q4 2022 and held it in 2 quarters. The position peaked at $1.66M in Q4 2022. 409 funds tracked by Wall St. Rank hold VGLT as of Q3 2024.

  • Mills Wealth Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Mills Wealth Advisors sold 4,051 Vanguard Long-Term Treasury ETF shares in Q3 2024, an estimated $234K.
  • Mills Wealth Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2022 and held it in 2 quarters.
  • Mills Wealth Advisors's Vanguard Long-Term Treasury ETF position peaked at $1.66M in Q4 2022.
  • 409 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2024.

Based on Mills Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.