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Triad Wealth Partners’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-995
Closed -$57.4K – 893
2024
Q2 		$57.4K Buy
+995
New +$56.9K 0.03% 208

Other funds holding VGLT

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Triad Wealth Partners's VGLT Position: Q3 2024 in Review

Triad Wealth Partners sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2024, closing a stake of 995 shares — an estimated $57.4K sold.

Triad Wealth Partners first reported a position in VGLT in Q2 2024 and held it in 1 quarter. The position peaked at $57.4K in Q2 2024. 409 funds tracked by Wall St. Rank hold VGLT as of Q3 2024.

  • Triad Wealth Partners reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 995 Vanguard Long-Term Treasury ETF shares in Q3 2024, an estimated $57.4K.
  • Triad Wealth Partners first reported a position in Vanguard Long-Term Treasury ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Vanguard Long-Term Treasury ETF position peaked at $57.4K in Q2 2024.
  • 409 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.