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SWMG LLC’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

SWMG LLC’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
2022
Q1 		– Sell
-2,510
Closed -$224K – 70
2021
Q4 		$224K Buy
+2,510
New +$224K 0.12% 65

Other funds holding VGLT

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NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SWMG LLC's VGLT Position: Q1 2022 in Review

SWMG LLC sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2022, closing a stake of 2,510 shares — an estimated $224K sold.

SWMG LLC first reported a position in VGLT in Q4 2021 and held it in 1 quarter. The position peaked at $224K in Q4 2021. 177 funds tracked by Wall St. Rank hold VGLT as of Q1 2022.

  • SWMG LLC reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • SWMG LLC sold 2,510 Vanguard Long-Term Treasury ETF shares in Q1 2022, an estimated $224K.
  • SWMG LLC first reported a position in Vanguard Long-Term Treasury ETF in Q4 2021 and held it in 1 quarter.
  • SWMG LLC's Vanguard Long-Term Treasury ETF position peaked at $224K in Q4 2021.
  • 177 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2022.

Based on SWMG LLC's 13F filing for Q1 2022, filed 16 May 2022.