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Newman Dignan & Sheerar Inc’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Newman Dignan & Sheerar Inc’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
-48,981
Closed -$3.11M – 184
2023
Q2 		$3.11M Buy
+48,981
New +$3.14M 0.96% 30

Other funds holding VGLT

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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

Newman Dignan & Sheerar Inc's VGLT Position: Q3 2023 in Review

Newman Dignan & Sheerar Inc sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2023, closing a stake of 48,981 shares — an estimated $3.11M sold.

Newman Dignan & Sheerar Inc first reported a position in VGLT in Q2 2023 and held it in 1 quarter. The position peaked at $3.11M in Q2 2023. 291 funds tracked by Wall St. Rank hold VGLT as of Q3 2023.

  • Newman Dignan & Sheerar Inc reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Newman Dignan & Sheerar Inc sold 48,981 Vanguard Long-Term Treasury ETF shares in Q3 2023, an estimated $3.11M.
  • Newman Dignan & Sheerar Inc first reported a position in Vanguard Long-Term Treasury ETF in Q2 2023 and held it in 1 quarter.
  • Newman Dignan & Sheerar Inc's Vanguard Long-Term Treasury ETF position peaked at $3.11M in Q2 2023.
  • 291 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2023.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q3 2023, filed 8 Nov 2023.