PFA
VGLT icon

Pure Financial Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Pure Financial Advisors’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
Q4 		– Sell
-6,002
Closed -$333K – 313
2023
Q3 		$333K Buy
+6,002
New +$359K 0.01% 205

Other funds holding VGLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Pure Financial Advisors's VGLT Position: Q4 2023 in Review

Pure Financial Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2023, closing a stake of 6,002 shares — an estimated $333K sold.

Pure Financial Advisors first reported a position in VGLT in Q3 2023 and held it in 1 quarter. The position peaked at $333K in Q3 2023. 352 funds tracked by Wall St. Rank hold VGLT as of Q4 2023.

  • Pure Financial Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Pure Financial Advisors sold 6,002 Vanguard Long-Term Treasury ETF shares in Q4 2023, an estimated $333K.
  • Pure Financial Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Pure Financial Advisors's Vanguard Long-Term Treasury ETF position peaked at $333K in Q3 2023.
  • 352 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2023.

Based on Pure Financial Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.