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Sunbelt Securities’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Sunbelt Securities’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
Q4 		– Sell
-145
Closed -$8.05K – 1791
2023
Q3 		$8.05K Hold
145
– – ﹤0.01% 1207
2023
Q2 		$9.21K Hold
145
– – ﹤0.01% 1192
2023
Q1 		$9.38K Buy
+145
New +$9.35K ﹤0.01% 1143

Other funds holding VGLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Sunbelt Securities's VGLT Position: Q4 2023 in Review

Sunbelt Securities sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2023, closing a stake of 145 shares — an estimated $8.05K sold.

Sunbelt Securities first reported a position in VGLT in Q1 2023 and held it in 3 quarters. The position peaked at $9.38K in Q1 2023. 354 funds tracked by Wall St. Rank hold VGLT as of Q4 2023.

  • Sunbelt Securities reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Sunbelt Securities sold 145 Vanguard Long-Term Treasury ETF shares in Q4 2023, an estimated $8.05K.
  • Sunbelt Securities first reported a position in Vanguard Long-Term Treasury ETF in Q1 2023 and held it in 3 quarters.
  • Sunbelt Securities's Vanguard Long-Term Treasury ETF position peaked at $9.38K in Q1 2023.
  • 354 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2023.

Based on Sunbelt Securities's 13F filing for Q4 2023, filed 15 Feb 2024.