Prospera Financial Services’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Prospera Financial Services’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
2022 Q2	–	Sell	-187	Closed	-$15K	–	2575
2022 Q1	$15K	Buy	+187	New	+$15.6K	﹤0.01%	1872
2020 Q4	–	Sell	-17,220	Closed	-$1.72M	–	1540
2020 Q3	$1.72M	Buy	17,220 +4,462	+35%	+$451K	0.66%	34
2020 Q2	$1.28M	Sell	12,758 -965	-7%	-$97K	0.11%	206
2020 Q1	$1.39M	Buy	+13,723	New	+$1.25M	0.15%	167

Other funds holding VGLT

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

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

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

NSLI

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SHGA

Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Prospera Financial Services's VGLT Position: Q2 2022 in Review

Prospera Financial Services sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2022, closing a stake of 187 shares — an estimated $15K sold.

Prospera Financial Services first reported a position in VGLT in Q1 2020 and held it in 4 quarters. The position peaked at $1.72M in Q3 2020. 184 funds tracked by Wall St. Rank hold VGLT as of Q2 2022.

Prospera Financial Services reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2022 after selling out during the quarter.
Prospera Financial Services sold 187 Vanguard Long-Term Treasury ETF shares in Q2 2022, an estimated $15K.
Prospera Financial Services first reported a position in Vanguard Long-Term Treasury ETF in Q1 2020 and held it in 4 quarters.
Prospera Financial Services's Vanguard Long-Term Treasury ETF position peaked at $1.72M in Q3 2020.
184 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.