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

Pinnacle 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 Q2	–	Sell	-88,715	Closed	-$5.26M	–	52
2024 Q1	$5.26M	Sell	88,715 -530	-0.6%	-$31.4K	5.48%	2
2023 Q4	$5.49M	Buy	89,245 +9,460	+12%	+$534K	6.28%	3
2023 Q3	$4.43M	Buy	79,785 +5,350	+7%	+$320K	5.37%	2
2023 Q2	$4.73M	Buy	+74,435	New	+$4.77M	4.77%	4
2022 Q4	$4.78M	Buy	+77,565	New	+$4.82M	5.76%	3

Other funds holding VGLT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pinnacle Wealth Management's VGLT Position: Q2 2024 in Review

Pinnacle Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2024, closing a stake of 88,715 shares — an estimated $5.26M sold.

Pinnacle Wealth Management first reported a position in VGLT in Q4 2022 and held it in 5 quarters. The position peaked at $5.49M in Q4 2023. 368 funds tracked by Wall St. Rank hold VGLT as of Q2 2024.

Pinnacle Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
Pinnacle Wealth Management sold 88,715 Vanguard Long-Term Treasury ETF shares in Q2 2024, an estimated $5.26M.
Pinnacle Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2022 and held it in 5 quarters.
Pinnacle Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $5.49M in Q4 2023.
368 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2024.

Based on Pinnacle Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.