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Tempus Wealth Planning’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Tempus Wealth Planning’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
Q2 		– Sell
-3,087
Closed -$202K – 194
2023
Q1 		$202K Sell
3,087
-1,579
-34% -$102K 0.1% 169
2022
Q4 		$288K Sell
4,666
-2,745
-37% -$171K 0.17% 133
2022
Q3 		$466K Buy
+7,411
New +$511K 0.31% 91

Other funds holding VGLT

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Tempus Wealth Planning's VGLT Position: Q2 2023 in Review

Tempus Wealth Planning sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2023, closing a stake of 3,087 shares — an estimated $202K sold.

Tempus Wealth Planning first reported a position in VGLT in Q3 2022 and held it in 3 quarters. The position peaked at $466K in Q3 2022. 285 funds tracked by Wall St. Rank hold VGLT as of Q2 2023.

  • Tempus Wealth Planning reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • Tempus Wealth Planning sold 3,087 Vanguard Long-Term Treasury ETF shares in Q2 2023, an estimated $202K.
  • Tempus Wealth Planning first reported a position in Vanguard Long-Term Treasury ETF in Q3 2022 and held it in 3 quarters.
  • Tempus Wealth Planning's Vanguard Long-Term Treasury ETF position peaked at $466K in Q3 2022.
  • 285 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2023.

Based on Tempus Wealth Planning's 13F filing for Q2 2023, filed 21 Jul 2023.