Almanack Investment Partners’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Almanack Investment Partners’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
2019 Q4	–	Sell	-30,000	Closed	-$2.63M	–	229
2019 Q3	$2.63M	Sell	30,000 -5,000	-14%	-$426K	0.51%	44
2019 Q2	$2.86M	Hold	35,000	–	–	0.66%	35
2019 Q1	$2.72M	Buy	+35,000	New	+$2.62M	0.77%	30
2017 Q2	–	Sell	-1,523	Closed	-$114K	–	203
2017 Q1	$114K	Buy	+1,523	New	+$113K	0.09%	148

Other funds holding VGLT

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Almanack Investment Partners's VGLT Position: Q4 2019 in Review

Almanack Investment Partners sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2019, closing a stake of 30,000 shares — an estimated $2.63M sold.

Almanack Investment Partners first reported a position in VGLT in Q1 2017 and held it in 4 quarters. The position peaked at $2.86M in Q2 2019. 100 funds tracked by Wall St. Rank hold VGLT as of Q4 2019.

Almanack Investment Partners reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2019 after selling out during the quarter.
Almanack Investment Partners sold 30,000 Vanguard Long-Term Treasury ETF shares in Q4 2019, an estimated $2.63M.
Almanack Investment Partners first reported a position in Vanguard Long-Term Treasury ETF in Q1 2017 and held it in 4 quarters.
Almanack Investment Partners's Vanguard Long-Term Treasury ETF position peaked at $2.86M in Q2 2019.
100 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2019.

Based on Almanack Investment Partners's 13F filing for Q4 2019, filed 10 Feb 2020.