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

Doyle 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
2019
Q3 		– Sell
-84
Closed -$7K – 736
2019
Q2 		$7K Buy
+84
New +$6.56K ﹤0.01% 696

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Ameriprise
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Wells Fargo
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
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Bank of America
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
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Doyle Wealth Management's VGLT Position: Q3 2019 in Review

Doyle Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2019, closing a stake of 84 shares — an estimated $7K sold.

Doyle Wealth Management first reported a position in VGLT in Q2 2019 and held it in 1 quarter. The position peaked at $7K in Q2 2019. 99 funds tracked by Wall St. Rank hold VGLT as of Q3 2019.

  • Doyle Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 84 Vanguard Long-Term Treasury ETF shares in Q3 2019, an estimated $7K.
  • Doyle Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q2 2019 and held it in 1 quarter.
  • Doyle Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $7K in Q2 2019.
  • 99 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.