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

Endurance 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
2018
Q2 		– Sell
-240
Closed -$18K – 515
2018
Q1 		$18K Buy
+240
New +$17.8K ﹤0.01% 371

Other funds holding VGLT

CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Endurance Wealth Management's VGLT Position: Q2 2018 in Review

Endurance Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2018, closing a stake of 240 shares — an estimated $18K sold.

Endurance Wealth Management first reported a position in VGLT in Q1 2018 and held it in 1 quarter. The position peaked at $18K in Q1 2018. 70 funds tracked by Wall St. Rank hold VGLT as of Q2 2018.

  • Endurance Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2018 after selling out during the quarter.
  • Endurance Wealth Management sold 240 Vanguard Long-Term Treasury ETF shares in Q2 2018, an estimated $18K.
  • Endurance Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q1 2018 and held it in 1 quarter.
  • Endurance Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $18K in Q1 2018.
  • 70 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2018.

Based on Endurance Wealth Management's 13F filing for Q2 2018, filed 2 Aug 2018.