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

Gupta 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
Q1 		$6.86M Sell
85,265
-12,695
-13% -$1M 1.61% 9
2015
Q4 		$7.31M Sell
97,960
-54,287
-36% -$4.09M 1.86% 9
2015
Q3 		$11.6M Sell
152,247
-18,609
-11% -$1.4M 2.84% 5
2015
Q2 		$12.5M Buy
170,856
+14,855
+10% +$1.13M 3.07% 4
2015
Q1 		$12.5M Buy
+156,001
New +$12.5M 3.69% 2

Other funds holding VGLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
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
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Gupta Wealth Management's VGLT Position: Q1 2016 in Review

Gupta Wealth Management reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 13% in Q1 2016, selling an estimated $1M and leaving 85,265 shares worth $6.86M. The position accounts for 1.61% of the portfolio, ranked #9.

Gupta Wealth Management first reported a position in VGLT in Q1 2015 and has held it in 5 quarters since. The position peaked at $12.5M in Q1 2015. 51 funds tracked by Wall St. Rank hold VGLT as of Q1 2016.

  • Gupta Wealth Management held 85,265 shares of Vanguard Long-Term Treasury ETF worth $6.86M as of Q1 2016.
  • Gupta Wealth Management sold 12,695 Vanguard Long-Term Treasury ETF shares in Q1 2016, an estimated $1M.
  • Vanguard Long-Term Treasury ETF made up 1.61% of Gupta Wealth Management's portfolio in Q1 2016, its #9 holding.
  • Gupta Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $12.5M in Q1 2015.
  • 51 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.