Sage Private Wealth Group’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Sage Private Wealth 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
2024 Q2	–	Sell	-53,516	Closed	-$3.17M	–	92
2024 Q1	$3.17M	Buy	53,516 +3,308	+7%	+$196K	2.54%	8
2023 Q4	$3.09M	Buy	50,208 +4,163	+9%	+$235K	2.76%	9
2023 Q3	$2.56M	Sell	46,045 -757	-2%	-$45.2K	3.52%	7
2023 Q2	$2.97M	Buy	46,802 +3,956	+9%	+$254K	4.05%	7
2023 Q1	$2.81M	Buy	42,846 +2,465	+6%	+$159K	3.22%	9
2022 Q4	$2.49M	Buy	40,381 +3,829	+10%	+$238K	2.95%	9
2022 Q3	$2.3M	Buy	+36,552	New	+$2.52M	3.04%	8

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

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

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

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

NSLI

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sage Private Wealth Group's VGLT Position: Q2 2024 in Review

Sage Private Wealth Group sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2024, closing a stake of 53,516 shares — an estimated $3.17M sold.

Sage Private Wealth Group first reported a position in VGLT in Q3 2022 and held it in 7 quarters. The position peaked at $3.17M in Q1 2024. 368 funds tracked by Wall St. Rank hold VGLT as of Q2 2024.

Sage Private Wealth Group reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
Sage Private Wealth Group sold 53,516 Vanguard Long-Term Treasury ETF shares in Q2 2024, an estimated $3.17M.
Sage Private Wealth Group first reported a position in Vanguard Long-Term Treasury ETF in Q3 2022 and held it in 7 quarters.
Sage Private Wealth Group's Vanguard Long-Term Treasury ETF position peaked at $3.17M in Q1 2024.
368 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2024.

Based on Sage Private Wealth Group's 13F filing for Q2 2024, filed 29 Jan 2025.