SkyView Investment Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

SkyView Investment Advisors’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 Q1	–	Sell	-24,500	Closed	-$1.51M	–	351
2023 Q4	$1.51M	Sell	24,500 -4,500	-16%	-$254K	0.38%	52
2023 Q3	$1.61M	Hold	29,000	–	–	0.65%	32
2023 Q2	$1.84M	Buy	29,000 +2,000	+7%	+$128K	0.46%	56
2023 Q1	$1.77M	Buy	+27,000	New	+$1.74M	0.41%	57

Other funds holding VGLT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

NSLI

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SkyView Investment Advisors's VGLT Position: Q1 2024 in Review

SkyView Investment Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2024, closing a stake of 24,500 shares — an estimated $1.51M sold.

SkyView Investment Advisors first reported a position in VGLT in Q1 2023 and held it in 4 quarters. The position peaked at $1.84M in Q2 2023. 364 funds tracked by Wall St. Rank hold VGLT as of Q1 2024.

SkyView Investment Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
SkyView Investment Advisors sold 24,500 Vanguard Long-Term Treasury ETF shares in Q1 2024, an estimated $1.51M.
SkyView Investment Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q1 2023 and held it in 4 quarters.
SkyView Investment Advisors's Vanguard Long-Term Treasury ETF position peaked at $1.84M in Q2 2023.
364 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2024.

Based on SkyView Investment Advisors's 13F filing for Q1 2024, filed 16 May 2024.