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Synergy Asset Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-46
Closed -$2.83K – 821
2024
Q4 		$2.83K Buy
+46
New +$2.67K ﹤0.01% 643

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NL
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VOYA Investment Management
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CCWM
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SCM
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NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Synergy Asset Management's VGLT Position: Q1 2025 in Review

Synergy Asset Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2025, closing a stake of 46 shares — an estimated $2.83K sold.

Synergy Asset Management first reported a position in VGLT in Q4 2024 and held it in 1 quarter. The position peaked at $2.83K in Q4 2024. 405 funds tracked by Wall St. Rank hold VGLT as of Q1 2025.

  • Synergy Asset Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 46 Vanguard Long-Term Treasury ETF shares in Q1 2025, an estimated $2.83K.
  • Synergy Asset Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Vanguard Long-Term Treasury ETF position peaked at $2.83K in Q4 2024.
  • 405 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.