Secure Asset Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Secure Asset Management’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
2022 Q1	–	Sell	-4,998	Closed	-$447K	–	230
2021 Q4	$447K	Buy	4,998 +872	+21%	+$77.7K	0.18%	95
2021 Q3	$362K	Sell	4,126 -856	-17%	-$77.1K	0.18%	101
2021 Q2	$437K	Buy	4,982 +1,221	+32%	+$104K	0.22%	91
2021 Q1	$311K	Sell	3,761 -190	-5%	-$16.8K	0.17%	124
2020 Q4	$379K	Buy	3,951 +89	+2%	+$8.62K	0.22%	95
2020 Q3	$385K	Sell	3,862 -20	-0.5%	-$2.02K	0.26%	88
2020 Q2	$389K	Buy	3,882 +1,695	+78%	+$170K	0.27%	93
2020 Q1	$221K	Buy	+2,187	New	+$200K	0.24%	95

Other funds holding VGLT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Secure Asset Management's VGLT Position: Q1 2022 in Review

Secure Asset Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2022, closing a stake of 4,998 shares — an estimated $447K sold.

Secure Asset Management first reported a position in VGLT in Q1 2020 and held it in 8 quarters. The position peaked at $447K in Q4 2021. 177 funds tracked by Wall St. Rank hold VGLT as of Q1 2022.

Secure Asset Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
Secure Asset Management sold 4,998 Vanguard Long-Term Treasury ETF shares in Q1 2022, an estimated $447K.
Secure Asset Management first reported a position in Vanguard Long-Term Treasury ETF in Q1 2020 and held it in 8 quarters.
Secure Asset Management's Vanguard Long-Term Treasury ETF position peaked at $447K in Q4 2021.
177 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2022.

Based on Secure Asset Management's 13F filing for Q1 2022, filed 19 Apr 2022.