Stratos Wealth Partners’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Stratos Wealth Partners’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	-4,103	Closed	-$243K	–	1449
2024 Q1	$243K	Buy	+4,103	New	+$243K	﹤0.01%	1192
2018 Q4	–	Sell	-1,944	Closed	-$140K	–	2440
2018 Q3	$140K	Sell	1,944 -1,061	-35%	-$78.3K	0.01%	985
2018 Q2	$225K	Buy	3,005 +5	+0.2%	+$368	0.01%	857
2018 Q1	$225K	Buy	3,000 +149	+5%	+$11.1K	0.01%	847
2017 Q4	$222K	Sell	2,851 -226	-7%	-$17.5K	0.01%	828
2017 Q3	$237K	Buy	3,077 +64	+2%	+$4.96K	0.01%	783
2017 Q2	$232K	Buy	+3,013	New	+$230K	0.01%	732

Other funds holding VGLT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Stratos Wealth Partners's VGLT Position: Q2 2024 in Review

Stratos Wealth Partners sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2024, closing a stake of 4,103 shares — an estimated $243K sold.

Stratos Wealth Partners first reported a position in VGLT in Q2 2017 and held it in 7 quarters. The position peaked at $243K in Q1 2024. 368 funds tracked by Wall St. Rank hold VGLT as of Q2 2024.

Stratos Wealth Partners reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
Stratos Wealth Partners sold 4,103 Vanguard Long-Term Treasury ETF shares in Q2 2024, an estimated $243K.
Stratos Wealth Partners first reported a position in Vanguard Long-Term Treasury ETF in Q2 2017 and held it in 7 quarters.
Stratos Wealth Partners's Vanguard Long-Term Treasury ETF position peaked at $243K in Q1 2024.
368 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2024.

Based on Stratos Wealth Partners's 13F filing for Q2 2024, filed 24 Jul 2024.