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Richard W. Paul & Associates’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Richard W. Paul & Associates’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
Q1 		– Sell
-4
Closed -$247 – 566
2022
Q4 		$247 Buy
+4
New +$249 ﹤0.01% 516

Other funds holding VGLT

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Richard W. Paul & Associates's VGLT Position: Q1 2023 in Review

Richard W. Paul & Associates sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2023, closing a stake of 4 shares — an estimated $247 sold.

Richard W. Paul & Associates first reported a position in VGLT in Q4 2022 and held it in 1 quarter. The position peaked at $247 in Q4 2022. 252 funds tracked by Wall St. Rank hold VGLT as of Q1 2023.

  • Richard W. Paul & Associates reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 4 Vanguard Long-Term Treasury ETF shares in Q1 2023, an estimated $247.
  • Richard W. Paul & Associates first reported a position in Vanguard Long-Term Treasury ETF in Q4 2022 and held it in 1 quarter.
  • Richard W. Paul & Associates's Vanguard Long-Term Treasury ETF position peaked at $247 in Q4 2022.
  • 252 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2023.

Based on Richard W. Paul & Associates's 13F filing for Q1 2023, filed 24 Apr 2023.