Sowell Financial Services’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-11,141	Closed	-$660K	–	570
2024 Q1	$660K	Buy	11,141 +43	+0.4%	+$2.54K	0.03%	413
2023 Q4	$683K	Buy	+11,098	New	+$627K	0.04%	392
2023 Q1	–	Sell	-11,389	Closed	-$702K	–	842
2022 Q4	$702K	Buy	+11,389	New	+$708K	0.05%	378
2021 Q2	–	Sell	-640	Closed	-$55K	–	2652
2021 Q1	$55K	Buy	640 +408	+176%	+$36K	﹤0.01%	1616
2020 Q4	$22K	Buy	+232	New	+$22.5K	﹤0.01%	1709
2019 Q4	–	Sell	-5	Closed	–	–	2666
2019 Q3	$0	Buy	+5	New	+$426	﹤0.01%	2466

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

Sowell Financial Services's VGLT Position: Q2 2024 in Review

Sowell Financial Services sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2024, closing a stake of 11,141 shares — an estimated $660K sold.

Sowell Financial Services first reported a position in VGLT in Q3 2019 and held it in 6 quarters. The position peaked at $702K in Q4 2022. 370 funds tracked by Wall St. Rank hold VGLT as of Q2 2024.

Sowell Financial Services reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
Sowell Financial Services sold 11,141 Vanguard Long-Term Treasury ETF shares in Q2 2024, an estimated $660K.
Sowell Financial Services first reported a position in Vanguard Long-Term Treasury ETF in Q3 2019 and held it in 6 quarters.
Sowell Financial Services's Vanguard Long-Term Treasury ETF position peaked at $702K in Q4 2022.
370 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2024.

Based on Sowell Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.