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

VitalStone Financial’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	$44K	Buy	715 +7	+1%	+$423	0.03%	180
2024 Q2	$40.8K	Buy	708 +8	+1%	+$458	0.03%	181
2024 Q1	$41K	Buy	700 +4	+0.6%	+$237	0.03%	183
2023 Q4	$43K	Hold	696	–	–	0.03%	170
2023 Q3	$38K	Hold	696	–	–	0.03%	146
2023 Q2	$46K	Buy	+696	New	+$44.6K	0.03%	357
2023 Q1	–	Sell	-619	Closed	-$38K	–	521
2022 Q4	$38K	Buy	+619	New	+$38.5K	0.03%	195

Other funds holding VGLT

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

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

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

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

VitalStone Financial's VGLT Position: Q3 2024 in Review

VitalStone Financial increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 0.99% in Q3 2024, buying an estimated $423 and bringing the position to 715 shares worth $44K. The position accounts for 0.03% of the portfolio, ranked #180.

VitalStone Financial first reported a position in VGLT in Q4 2022 and has held it in 7 quarters since. The position peaked at $46K in Q2 2023. 409 funds tracked by Wall St. Rank hold VGLT as of Q3 2024.

VitalStone Financial held 715 shares of Vanguard Long-Term Treasury ETF worth $44K as of Q3 2024.
VitalStone Financial bought 7 Vanguard Long-Term Treasury ETF shares in Q3 2024, an estimated $423.
Vanguard Long-Term Treasury ETF made up 0.03% of VitalStone Financial's portfolio in Q3 2024, its #180 holding.
VitalStone Financial first reported a position in Vanguard Long-Term Treasury ETF in Q4 2022 and has held it in 7 quarters since.
VitalStone Financial's Vanguard Long-Term Treasury ETF position peaked at $46K in Q2 2023.
409 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.