FEG
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Financial Enhancement Group’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Financial Enhancement Group’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
Q1 		– Sell
-50
Closed -$4K – 334
2018
Q4 		$4K Hold
50
– – ﹤0.01% 215
2018
Q3 		$4K Hold
50
– – ﹤0.01% 215
2018
Q2 		$4K Hold
50
– – ﹤0.01% 214
2018
Q1 		$4K Sell
50
-23,037
-100% -$1.71M ﹤0.01% 219
2017
Q4 		$1.8M Sell
23,087
-40,815
-64% -$3.15M 0.67% 33
2017
Q3 		$4.91M Buy
63,902
+5,207
+9% +$403K 1.97% 22
2017
Q2 		$4.52M Buy
58,695
+6,569
+13% +$501K 1.92% 22
2017
Q1 		$3.88M Buy
52,126
+6,381
+14% +$473K 1.77% 23
2016
Q4 		$3.37M Buy
+45,745
New +$3.53M 1.75% 24

Other funds holding VGLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

Financial Enhancement Group's VGLT Position: Q1 2019 in Review

Financial Enhancement Group sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2019, closing a stake of 50 shares — an estimated $4K sold.

Financial Enhancement Group first reported a position in VGLT in Q4 2016 and held it in 9 quarters. The position peaked at $4.91M in Q3 2017. 83 funds tracked by Wall St. Rank hold VGLT as of Q1 2019.

  • Financial Enhancement Group reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2019 after selling out during the quarter.
  • Financial Enhancement Group sold 50 Vanguard Long-Term Treasury ETF shares in Q1 2019, an estimated $4K.
  • Financial Enhancement Group first reported a position in Vanguard Long-Term Treasury ETF in Q4 2016 and held it in 9 quarters.
  • Financial Enhancement Group's Vanguard Long-Term Treasury ETF position peaked at $4.91M in Q3 2017.
  • 83 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2019.

Based on Financial Enhancement Group's 13F filing for Q1 2019, filed 14 May 2019.