Ten Capital Wealth Advisors, LLC Vanguard Long Term Treasury Et Transaction History

Ten Capital Wealth Advisors, LLC

$341 Million
Q2 2023

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	SELL	$61.35 - $66.86 $122 - $133	-2 Reduced 0.22%	918 $60,000
Q3 2022 Nov 09, 2022	SELL	$62.05 - $73.26 $8,935 - $10,549	-144 Reduced 13.53%	920 $58,000
Q2 2022 Aug 09, 2022	SELL	$66.63 - $80.22 $6,396 - $7,701	-96 Reduced 8.28%	1,064 $75,000
Q1 2022 May 09, 2022	SELL	$78.1 - $87.35 $624 - $698	-8 Reduced 0.68%	1,160 $93,000
Q4 2021 Jan 28, 2022	SELL	$85.99 - $92.77 $19,175 - $20,687	-223 Reduced 16.03%	1,168 $104,000
Q3 2021 Nov 12, 2021	SELL	$87.52 - $91.88 $2,538 - $2,664	-29 Reduced 2.04%	1,391 $122,000
Q2 2021 Aug 12, 2021	SELL	$82.8 - $88.43 $1,573 - $1,680	-19 Reduced 1.32%	1,420 $125,000
Q1 2021 May 13, 2021	BUY	$81.8 - $95.79 $90,389 - $105,847	1,105 Added 330.84%	1,439 $119,000
Q4 2020 Feb 16, 2021	BUY	$94.69 - $99.7 $31,626 - $33,299	334 New	334 $32,000

Others Institutions Holding VGLT

# of Institutions

430

Shares Held

174M

Call Options Held

307K

Put Options Held

560K

Jpmorgan Chase & CO New York, NY

44.5M
Shares

$2.53 Billion
0.22% of portfolio
Bank Of America Corp Charlotte, NC

21.2M
Shares

$1.2 Billion
0.11% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.8M
Shares

$784 Million
0.22% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

9.69M
Shares

$551 Million
2.02% of portfolio
Morgan Stanley New York, NY

8.16M
Shares

$463 Million
0.04% of portfolio

About VANGUARD LONG TERM TREASURY ET

Ticker VGLT
Sector ETFs
Industry ETFs

More about VGLT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ten Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ten Capital Wealth Advisors, LLC with notifications on news.