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

Sugarloaf Wealth 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
2023
Q1 		– Sell
-7,260
Closed -$447K – 782
2022
Q4 		$447K Buy
+7,260
New +$451K 0.11% 80

Other funds holding VGLT

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Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sugarloaf Wealth Management's VGLT Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2023, closing a stake of 7,260 shares — an estimated $447K sold.

Sugarloaf Wealth Management first reported a position in VGLT in Q4 2022 and held it in 1 quarter. The position peaked at $447K in Q4 2022. 252 funds tracked by Wall St. Rank hold VGLT as of Q1 2023.

  • Sugarloaf Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 7,260 Vanguard Long-Term Treasury ETF shares in Q1 2023, an estimated $447K.
  • Sugarloaf Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2022 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $447K in Q4 2022.
  • 252 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.