Tradition Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Tradition Wealth 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
2023 Q2	–	Sell	-243	Closed	-$16K	–	1410
2023 Q1	$16K	Buy	+243	New	+$15.7K	﹤0.01%	886
2021 Q1	–	Sell	-244	Closed	-$23K	–	1040
2020 Q4	$23K	Buy	+244	New	+$23.6K	﹤0.01%	568

Other funds holding VGLT

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 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 $303B AUM 53.02% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Tradition Wealth Management's VGLT Position: Q2 2023 in Review

Tradition Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2023, closing a stake of 243 shares — an estimated $16K sold.

Tradition Wealth Management first reported a position in VGLT in Q4 2020 and held it in 2 quarters. The position peaked at $23K in Q4 2020. 285 funds tracked by Wall St. Rank hold VGLT as of Q2 2023.

Tradition Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
Tradition Wealth Management sold 243 Vanguard Long-Term Treasury ETF shares in Q2 2023, an estimated $16K.
Tradition Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2020 and held it in 2 quarters.
Tradition Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $23K in Q4 2020.
285 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2023.

Based on Tradition Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.