SHJ
VGLT icon

Sharkey, Howes & Javer’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Sharkey, Howes & Javer’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
2025
Q2 		– Sell
-3,876
Closed -$223K – 165
2025
Q1 		$223K Sell
3,876
-21,817
-85% -$1.23M 0.03% 142
2024
Q4 		$1.42M Sell
25,693
-1,883
-7% -$109K 0.2% 75
2024
Q3 		$1.7M Sell
27,576
-566
-2% -$34.2K 0.24% 63
2024
Q2 		$1.62M Buy
28,142
+3,630
+15% +$208K 0.26% 52
2024
Q1 		$1.45M Buy
24,512
+1,953
+9% +$116K 0.24% 57
2023
Q4 		$1.39M Buy
22,559
+347
+2% +$19.6K 0.24% 53
2023
Q3 		$1.23M Buy
+22,212
New +$1.33M 0.24% 56

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return