Ten Capital Wealth Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Ten Capital Wealth Advisors’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	-918	Closed	-$60.1K	–	523
2023 Q1	$60.1K	Sell	918 -2	-0.2%	-$129	0.02%	205
2022 Q4	$56.7K	Hold	920	–	–	0.02%	167
2022 Q3	$58K	Sell	920 -144	-14%	-$9.93K	0.03%	147
2022 Q2	$75K	Sell	1,064 -96	-8%	-$6.9K	0.03%	128
2022 Q1	$93K	Sell	1,160 -8	-0.7%	-$669	0.04%	117
2021 Q4	$104K	Sell	1,168 -223	-16%	-$19.9K	0.04%	93
2021 Q3	$122K	Sell	1,391 -29	-2%	-$2.61K	0.06%	93
2021 Q2	$125K	Sell	1,420 -19	-1%	-$1.61K	0.03%	140
2021 Q1	$119K	Buy	1,439 +1,105	+331%	+$97.6K	0.03%	140
2020 Q4	$32K	Buy	+334	New	+$32.3K	0.01%	194

Other funds holding VGLT

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Ten Capital Wealth Advisors's VGLT Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2023, closing a stake of 918 shares — an estimated $60.1K sold.

Ten Capital Wealth Advisors first reported a position in VGLT in Q4 2020 and held it in 10 quarters. The position peaked at $125K in Q2 2021. 286 funds tracked by Wall St. Rank hold VGLT as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 918 Vanguard Long-Term Treasury ETF shares in Q2 2023, an estimated $60.1K.
Ten Capital Wealth Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's Vanguard Long-Term Treasury ETF position peaked at $125K in Q2 2021.
286 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.