Concert Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Concert Wealth Management’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
2016 Q4	–	Sell	-500	Closed	-$42K	–	909
2016 Q3	$42K	Sell	500 -11,150	-96%	-$949K	0.01%	833
2016 Q2	$998K	Hold	11,650	–	–	0.14%	209
2016 Q1	$932K	Buy	+11,650	New	+$920K	0.12%	207

Other funds holding VGLT

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LFA

Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Concert Wealth Management's VGLT Position: Q4 2016 in Review

Concert Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2016, closing a stake of 500 shares — an estimated $42K sold.

Concert Wealth Management first reported a position in VGLT in Q1 2016 and held it in 3 quarters. The position peaked at $998K in Q2 2016. 49 funds tracked by Wall St. Rank hold VGLT as of Q4 2016.

Concert Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 500 Vanguard Long-Term Treasury ETF shares in Q4 2016, an estimated $42K.
Concert Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q1 2016 and held it in 3 quarters.
Concert Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $998K in Q2 2016.
49 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.