True Wealth Design’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

True Wealth Design’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	-96,056	Closed	-$5.54M	–	1317
2024 Q2	$5.54M	Buy	96,056 +5,133	+6%	+$294K	1.37%	12
2024 Q1	$5.39M	Buy	90,923 +1,640	+2%	+$97K	1.34%	12
2023 Q4	$5.49M	Buy	89,283 +12,888	+17%	+$728K	1.55%	12
2023 Q3	$4.24M	Buy	+76,395	New	+$4.56M	1.42%	13

Other funds holding VGLT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

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

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

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

True Wealth Design's VGLT Position: Q3 2024 in Review

True Wealth Design sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2024, closing a stake of 96,056 shares — an estimated $5.54M sold.

True Wealth Design first reported a position in VGLT in Q3 2023 and held it in 4 quarters. The position peaked at $5.54M in Q2 2024. 411 funds tracked by Wall St. Rank hold VGLT as of Q3 2024.

True Wealth Design reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
True Wealth Design sold 96,056 Vanguard Long-Term Treasury ETF shares in Q3 2024, an estimated $5.54M.
True Wealth Design first reported a position in Vanguard Long-Term Treasury ETF in Q3 2023 and held it in 4 quarters.
True Wealth Design's Vanguard Long-Term Treasury ETF position peaked at $5.54M in Q2 2024.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2024.

Based on True Wealth Design's 13F filing for Q3 2024, filed 14 Nov 2024.