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Safeguard Investment Advisory Group’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-109
Closed -$10K – 689
2020
Q4 		$10K Buy
+109
New +$10.6K 0.01% 419

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Safeguard Investment Advisory Group's VGLT Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2021, closing a stake of 109 shares — an estimated $10K sold.

Safeguard Investment Advisory Group first reported a position in VGLT in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 142 funds tracked by Wall St. Rank hold VGLT as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 109 Vanguard Long-Term Treasury ETF shares in Q1 2021, an estimated $10K.
  • Safeguard Investment Advisory Group first reported a position in Vanguard Long-Term Treasury ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Vanguard Long-Term Treasury ETF position peaked at $10K in Q4 2020.
  • 142 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.