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Mission Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Mission Wealth Management’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
Q3 		– Sell
-3,614
Closed -$230K – 579
2023
Q2 		$230K Buy
+3,614
New +$232K 0.01% 494

Other funds holding VGLT

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
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
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Mission Wealth Management's VGLT Position: Q3 2023 in Review

Mission Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2023, closing a stake of 3,614 shares — an estimated $230K sold.

Mission Wealth Management first reported a position in VGLT in Q2 2023 and held it in 1 quarter. The position peaked at $230K in Q2 2023. 291 funds tracked by Wall St. Rank hold VGLT as of Q3 2023.

  • Mission Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Mission Wealth Management sold 3,614 Vanguard Long-Term Treasury ETF shares in Q3 2023, an estimated $230K.
  • Mission Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q2 2023 and held it in 1 quarter.
  • Mission Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $230K in Q2 2023.
  • 291 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2023.

Based on Mission Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.