Sky Oak Wealth, LLC Vanguard Long Term Treasury Et Transaction History

Sky Oak Wealth, LLC

$445 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 18, 2022	SELL	$78.1 - $87.35 $345,592 - $386,523	-4,425 Closed	0 $0
Q4 2021 Jan 24, 2022	BUY	$85.99 - $92.77 $12,984 - $14,008	151 Added 3.53%	4,425 $396,000
Q3 2021 Oct 21, 2021	BUY	$87.52 - $91.88 $12,952 - $13,598	148 Added 3.59%	4,274 $375,000
Q2 2021 Jul 19, 2021	BUY	$82.8 - $88.43 $7,534 - $8,047	91 Added 2.26%	4,126 $362,000
Q1 2021 Apr 29, 2021	BUY	$81.8 - $95.79 $26,012 - $30,461	318 Added 8.56%	4,035 $341,000
Q4 2020 Feb 02, 2021	BUY	$94.69 - $99.7 $16,097 - $16,949	170 Added 4.79%	3,717 $356,000
Q3 2020 Nov 03, 2020	BUY	$98.44 - $104.5 $17,522 - $18,601	178 Added 5.28%	3,547 $353,000
Q2 2020 Aug 10, 2020	BUY	$95.5 - $104.36 $321,739 - $351,588	3,369 New	3,369 $337,000

Others Institutions Holding VGLT

# of Institutions

434

Shares Held

174M

Call Options Held

307K

Put Options Held

560K

Jpmorgan Chase & CO New York, NY

44.5M
Shares

$2.49 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

$772 Million
0.22% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

9.69M
Shares

$543 Million
2.02% of portfolio
Morgan Stanley New York, NY

8.16M
Shares

$457 Million
0.04% of portfolio

About VANGUARD LONG TERM TREASURY ET

Ticker VGLT
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