Realta Investment Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Realta Investment 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
2024 Q3	–	Sell	-132	Closed	-$7.61K	–	757
2024 Q2	$7.61K	Hold	132	–	–	﹤0.01%	691
2024 Q1	$7.82K	Buy	+132	New	+$7.81K	﹤0.01%	713
2023 Q4	–	Sell	-132	Closed	-$8.39K	–	782
2023 Q3	$8.39K	Hold	132	–	–	﹤0.01%	686
2023 Q2	$8.39K	Buy	+132	New	+$8.46K	﹤0.01%	740
2023 Q1	–	Sell	-132	Closed	-$8.13K	–	807
2022 Q4	$8.13K	Hold	132	–	–	﹤0.01%	736
2022 Q3	$8K	Buy	+132	New	+$9.1K	﹤0.01%	720
2020 Q1	–	Sell	-132	Closed	-$12K	–	1347
2019 Q4	$12K	Hold	132	–	–	﹤0.01%	1091
2019 Q3	$12K	Sell	132 -19	-13%	-$1.62K	﹤0.01%	1072
2019 Q2	$13K	Hold	151	–	–	﹤0.01%	1066
2019 Q1	$12K	Buy	+151	New	+$11.3K	0.01%	878

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

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

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

NSLI

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

Realta Investment Advisors's VGLT Position: Q3 2024 in Review

Realta Investment Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2024, closing a stake of 132 shares — an estimated $7.61K sold.

Realta Investment Advisors first reported a position in VGLT in Q1 2019 and held it in 10 quarters. The position peaked at $13K in Q2 2019. 409 funds tracked by Wall St. Rank hold VGLT as of Q3 2024.

Realta Investment Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 132 Vanguard Long-Term Treasury ETF shares in Q3 2024, an estimated $7.61K.
Realta Investment Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q1 2019 and held it in 10 quarters.
Realta Investment Advisors's Vanguard Long-Term Treasury ETF position peaked at $13K in Q2 2019.
409 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.