BDO Wealth Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

BDO Wealth Advisors’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 Q3	–	Sell	-128	Closed	-$10K	–	659
2019 Q2	$10K	Hold	128	–	–	﹤0.01%	448
2019 Q1	$10K	Sell	128 -129	-50%	-$9.65K	﹤0.01%	430
2018 Q4	$19K	Sell	257 -401	-61%	-$28.6K	0.01%	355
2018 Q3	$47K	Hold	658	–	–	0.02%	301
2018 Q2	$49K	Buy	+658	New	+$48.4K	0.02%	304

Other funds holding VGLT

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

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

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

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

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

BDO Wealth Advisors's VGLT Position: Q3 2019 in Review

BDO Wealth Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2019, closing a stake of 128 shares — an estimated $10K sold.

BDO Wealth Advisors first reported a position in VGLT in Q2 2018 and held it in 5 quarters. The position peaked at $49K in Q2 2018. 99 funds tracked by Wall St. Rank hold VGLT as of Q3 2019.

BDO Wealth Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2019 after selling out during the quarter.
BDO Wealth Advisors sold 128 Vanguard Long-Term Treasury ETF shares in Q3 2019, an estimated $10K.
BDO Wealth Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q2 2018 and held it in 5 quarters.
BDO Wealth Advisors's Vanguard Long-Term Treasury ETF position peaked at $49K in Q2 2018.
99 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2019.

Based on BDO Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.