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

One Wealth Capital 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
2025
Q1 		– Sell
-5,269
Closed -$292K – 118
2024
Q4 		$292K Buy
+5,269
New +$305K 0.15% 75

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One Wealth Capital Management's VGLT Position: Q1 2025 in Review

One Wealth Capital Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2025, closing a stake of 5,269 shares — an estimated $292K sold.

One Wealth Capital Management first reported a position in VGLT in Q4 2024 and held it in 1 quarter. The position peaked at $292K in Q4 2024. 405 funds tracked by Wall St. Rank hold VGLT as of Q1 2025.

  • One Wealth Capital Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • One Wealth Capital Management sold 5,269 Vanguard Long-Term Treasury ETF shares in Q1 2025, an estimated $292K.
  • One Wealth Capital Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2024 and held it in 1 quarter.
  • One Wealth Capital Management's Vanguard Long-Term Treasury ETF position peaked at $292K in Q4 2024.
  • 405 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2025.

Based on One Wealth Capital Management's 13F filing for Q1 2025, filed 15 May 2025.