Sage Private Wealth Group, LLC Vanguard Long Term Treasury Et Transaction History

Sage Private Wealth Group, LLC

$133 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jan 29, 2025	SELL	$55.25 - $59.25 $2.96 Million - $3.17 Million	-53,516 Closed	0 $0
Q1 2024 Jan 29, 2025	BUY	$57.73 - $61.4 $190,970 - $203,111	3,308 Added 6.59%	53,516 $3.17 Million
Q4 2023 Jan 29, 2025	BUY	$52.05 - $62.44 $216,684 - $259,937	4,163 Added 9.04%	50,208 $3.09 Million
Q3 2023 Jan 29, 2025	SELL	$55.35 - $63.62 $41,899 - $48,160	-757 Reduced 1.62%	46,045 $2.56 Million
Q2 2023 Jan 29, 2025	BUY	$62.12 - $66.83 $245,746 - $264,379	3,956 Added 9.23%	46,802 $2.97 Million
Q1 2023 Jan 29, 2025	BUY	$61.35 - $66.86 $151,227 - $164,809	2,465 Added 6.1%	42,846 $2.81 Million
Q4 2022 Jan 29, 2025	BUY	$57.38 - $66.98 $219,708 - $256,466	3,829 Added 10.48%	40,381 $2.49 Million
Q3 2022 Nov 08, 2022	BUY	$62.05 - $73.26 $2.27 Million - $2.68 Million	36,552 New	36,552 $2.3 Million

Others Institutions Holding VGLT

# of Institutions

435

Shares Held

176M

Call Options Held

307K

Put Options Held

560K

Jpmorgan Chase & CO New York, NY

44.5M
Shares

$2.48 Billion
0.22% of portfolio
Bank Of America Corp Charlotte, NC

21.2M
Shares

$1.18 Billion
0.11% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.8M
Shares

$768 Million
0.22% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

10.7M
Shares

$598 Million
2.01% of portfolio
Morgan Stanley New York, NY

8.16M
Shares

$454 Million
0.04% of portfolio

About VANGUARD LONG TERM TREASURY ET

Ticker VGLT
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