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

Fortis 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
2020
Q3 		– Sell
-1,416
Closed -$142K – 185
2020
Q2 		$142K Sell
1,416
-7
-0.5% -$703 0.14% 68
2020
Q1 		$144K Buy
1,423
+5
+0.4% +$457 0.1% 113
2019
Q4 		$118K Buy
1,418
+11
+0.8% +$939 0.07% 168
2019
Q3 		$123K Buy
1,407
+8
+0.6% +$682 0.06% 167
2019
Q2 		$114K Buy
1,399
+10
+0.7% +$781 0.06% 167
2019
Q1 		$108K Buy
1,389
+6
+0.4% +$449 0.06% 167
2018
Q4 		$103K Buy
1,383
+13
+0.9% +$927 0.06% 165
2018
Q3 		$99K Buy
1,370
+10
+0.7% +$738 0.06% 154
2018
Q2 		$102K Buy
1,360
+9
+0.7% +$662 0.06% 150
2018
Q1 		$101K Buy
1,351
+9
+0.7% +$669 0.06% 137
2017
Q4 		$105K Buy
1,342
+9
+0.7% +$696 0.06% 132
2017
Q3 		$103K Buy
+1,333
New +$103K 0.07% 117

Other funds holding VGLT

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fortis Advisors's VGLT Position: Q3 2020 in Review

Fortis Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2020, closing a stake of 1,416 shares — an estimated $142K sold.

Fortis Advisors first reported a position in VGLT in Q3 2017 and held it in 12 quarters. The position peaked at $144K in Q1 2020. 141 funds tracked by Wall St. Rank hold VGLT as of Q3 2020.

  • Fortis Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2020 after selling out during the quarter.
  • Fortis Advisors sold 1,416 Vanguard Long-Term Treasury ETF shares in Q3 2020, an estimated $142K.
  • Fortis Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q3 2017 and held it in 12 quarters.
  • Fortis Advisors's Vanguard Long-Term Treasury ETF position peaked at $144K in Q1 2020.
  • 141 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2020.

Based on Fortis Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.