WR Wealth Planners’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

WR Wealth Planners’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 Q4	$7.8K	Hold	141	–	–	﹤0.01%	629
2024 Q3	$8.68K	Hold	141	–	–	﹤0.01%	656
2024 Q2	$8.13K	Hold	141	–	–	﹤0.01%	639
2024 Q1	$8.35K	Buy	+141	New	+$8.34K	﹤0.01%	632
2023 Q4	–	Sell	-141	Closed	-$7.83K	–	834
2023 Q3	$7.83K	Buy	+141	New	+$8.42K	﹤0.01%	613

Other funds holding VGLT

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

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

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

WR Wealth Planners's VGLT Position: Q4 2024 in Review

WR Wealth Planners held its Vanguard Long-Term Treasury ETF (VGLT) position steady in Q4 2024 at 141 shares worth $7.8K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

WR Wealth Planners first reported a position in VGLT in Q3 2023 and has held it in 5 quarters since. The position peaked at $8.68K in Q3 2024. 408 funds tracked by Wall St. Rank hold VGLT as of Q4 2024.

WR Wealth Planners held 141 shares of Vanguard Long-Term Treasury ETF worth $7.8K as of Q4 2024.
WR Wealth Planners left its Vanguard Long-Term Treasury ETF share count unchanged in Q4 2024.
Vanguard Long-Term Treasury ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #629 holding.
WR Wealth Planners first reported a position in Vanguard Long-Term Treasury ETF in Q3 2023 and has held it in 5 quarters since.
WR Wealth Planners's Vanguard Long-Term Treasury ETF position peaked at $8.68K in Q3 2024.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.