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TRUADVICE’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

TRUADVICE’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
2021
Q3 		– Sell
-2,853
Closed -$259K – 278
2021
Q2 		$259K Buy
+2,853
New +$242K 0.06% 266

Other funds holding VGLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TRUADVICE's VGLT Position: Q3 2021 in Review

TRUADVICE sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2021, closing a stake of 2,853 shares — an estimated $259K sold.

TRUADVICE first reported a position in VGLT in Q2 2021 and held it in 1 quarter. The position peaked at $259K in Q2 2021. 163 funds tracked by Wall St. Rank hold VGLT as of Q3 2021.

  • TRUADVICE reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2021 after selling out during the quarter.
  • TRUADVICE sold 2,853 Vanguard Long-Term Treasury ETF shares in Q3 2021, an estimated $259K.
  • TRUADVICE first reported a position in Vanguard Long-Term Treasury ETF in Q2 2021 and held it in 1 quarter.
  • TRUADVICE's Vanguard Long-Term Treasury ETF position peaked at $259K in Q2 2021.
  • 163 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2021.

Based on TRUADVICE's 13F filing for Q3 2021, filed 9 Nov 2021.