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

Palumbo 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
2024
Q4 		– Sell
-89,996
Closed -$5.54M – 192
2024
Q3 		$5.54M Sell
89,996
-3,542
-4% -$214K 2.15% 10
2024
Q2 		$5.4M Sell
93,538
-510
-0.5% -$29.2K 2.28% 11
2024
Q1 		$5.57M Sell
94,048
-2,288
-2% -$135K 2.49% 10
2023
Q4 		$5.93M Buy
96,336
+85,822
+816% +$4.85M 3.03% 8
2023
Q3 		$584K Sell
10,514
-2,893
-22% -$173K 0.32% 60
2023
Q2 		$852K Sell
13,407
-252
-2% -$16.2K 0.52% 39
2023
Q1 		$895K Buy
13,659
+48
+0.4% +$3.1K 0.6% 41
2022
Q4 		$839K Sell
13,611
-46,556
-77% -$2.89M 0.67% 38
2022
Q3 		$3.79M Buy
60,167
+54,916
+1,046% +$3.78M 3.21% 9
2022
Q2 		$368K Sell
5,251
-52,099
-91% -$3.74M 0.29% 62
2022
Q1 		$4.61M Buy
57,350
+37,309
+186% +$3.12M 2.96% 11
2021
Q4 		$1.79M Buy
20,041
+99
+0.5% +$8.82K 1.12% 15
2021
Q3 		$1.75M Buy
19,942
+5,610
+39% +$505K 1.15% 14
2021
Q2 		$1.26M Sell
14,332
-177
-1% -$15K 0.84% 22
2021
Q1 		$1.2M Buy
14,509
+2,906
+25% +$257K 0.91% 18
2020
Q4 		$1.11M Buy
+11,603
New +$1.12M 0.9% 17

Other funds holding VGLT

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Palumbo Wealth Management's VGLT Position: Q4 2024 in Review

Palumbo Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2024, closing a stake of 89,996 shares — an estimated $5.54M sold.

Palumbo Wealth Management first reported a position in VGLT in Q4 2020 and held it in 16 quarters. The position peaked at $5.93M in Q4 2023. 410 funds tracked by Wall St. Rank hold VGLT as of Q4 2024.

  • Palumbo Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Palumbo Wealth Management sold 89,996 Vanguard Long-Term Treasury ETF shares in Q4 2024, an estimated $5.54M.
  • Palumbo Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2020 and held it in 16 quarters.
  • Palumbo Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $5.93M in Q4 2023.
  • 410 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2024.

Based on Palumbo Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.