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PrairieView Partners’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

PrairieView Partners’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
Q2 		– Sell
-314
Closed -$20K – 479
2023
Q1 		$20K Buy
+314
New +$20.3K ﹤0.01% 258

Other funds holding VGLT

Ameriprise
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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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

PrairieView Partners's VGLT Position: Q2 2023 in Review

PrairieView Partners sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2023, closing a stake of 314 shares — an estimated $20K sold.

PrairieView Partners first reported a position in VGLT in Q1 2023 and held it in 1 quarter. The position peaked at $20K in Q1 2023. 285 funds tracked by Wall St. Rank hold VGLT as of Q2 2023.

  • PrairieView Partners reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • PrairieView Partners sold 314 Vanguard Long-Term Treasury ETF shares in Q2 2023, an estimated $20K.
  • PrairieView Partners first reported a position in Vanguard Long-Term Treasury ETF in Q1 2023 and held it in 1 quarter.
  • PrairieView Partners's Vanguard Long-Term Treasury ETF position peaked at $20K in Q1 2023.
  • 285 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2023.

Based on PrairieView Partners's 13F filing for Q2 2023, filed 4 Aug 2023.