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RAFFA WEALTH MANAGEMENT, LLC’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2025
Q4 		– Sell
-1,068
Closed -$60.7K – 1196
2025
Q3 		$60.7K Hold
1,068
– – 0.01% 149
2025
Q2 		$59.9K Buy
+1,068
New +$59.2K 0.01% 168

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NL
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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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's VGLT Position: Q4 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2025, closing a stake of 1,068 shares — an estimated $60.7K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in VGLT in Q2 2025 and held it in 2 quarters. The position peaked at $60.7K in Q3 2025. 438 funds tracked by Wall St. Rank hold VGLT as of Q4 2025.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 1,068 Vanguard Long-Term Treasury ETF shares in Q4 2025, an estimated $60.7K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Vanguard Long-Term Treasury ETF in Q2 2025 and held it in 2 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Vanguard Long-Term Treasury ETF position peaked at $60.7K in Q3 2025.
  • 438 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2025, filed 27 Jul 2026.