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Smallwood Wealth Investment Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Smallwood Wealth Investment 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
2025
Q2 		– Sell
-7
Closed -$403 – 583
2025
Q1 		$403 Buy
+7
New +$394 ﹤0.01% 448

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NL
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CCWM
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NSLI
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Mirae Asset Global Investments
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Smallwood Wealth Investment Management's VGLT Position: Q2 2025 in Review

Smallwood Wealth Investment Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2025, closing a stake of 7 shares — an estimated $403 sold.

Smallwood Wealth Investment Management first reported a position in VGLT in Q1 2025 and held it in 1 quarter. The position peaked at $403 in Q1 2025. 401 funds tracked by Wall St. Rank hold VGLT as of Q2 2025.

  • Smallwood Wealth Investment Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 7 Vanguard Long-Term Treasury ETF shares in Q2 2025, an estimated $403.
  • Smallwood Wealth Investment Management first reported a position in Vanguard Long-Term Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Vanguard Long-Term Treasury ETF position peaked at $403 in Q1 2025.
  • 401 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2025, filed 3 Oct 2025.