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SAM
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
Shares
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
$1.56T AUM
27.86%
1-Year Est. Return
NSLI
Nan Shan Life Insurance
Taipei City, Taiwan
$2.76B AUM
6.75%
1-Year Est. Return
FFM
Forum Financial Management
Lombard, Illinois
$7.07B AUM
18.05%
1-Year Est. Return
ETC
Exchange Traded Concepts
Oklahoma City, Oklahoma
$14.1B AUM
25.71%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
QCM
Quadratic Capital Management
Greenwich, Connecticut
$250M AUM
0.68%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis, Quebec, Canada
$27.8B AUM
31.66%
1-Year Est. Return
Jane Street
New York
$777B AUM
61.18%
1-Year Est. Return
MG
Mather Group
Chicago, Illinois
$10B AUM
15.14%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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