Knowledge Leaders Capital’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Knowledge Leaders Capital’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 Q4	–	Sell	-11,844	Closed	-$1.04M	–	32
2019 Q3	$1.04M	Sell	11,844 -3,372	-22%	-$288K	3.92%	9
2019 Q2	$1.24M	Buy	15,216 +1,827	+14%	+$143K	5.48%	4
2019 Q1	$1.04M	Buy	+13,389	New	+$1M	4.42%	6

Other funds holding VGLT

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Knowledge Leaders Capital's VGLT Position: Q4 2019 in Review

Knowledge Leaders Capital sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2019, closing a stake of 11,844 shares — an estimated $1.04M sold.

Knowledge Leaders Capital first reported a position in VGLT in Q1 2019 and held it in 3 quarters. The position peaked at $1.24M in Q2 2019. 100 funds tracked by Wall St. Rank hold VGLT as of Q4 2019.

Knowledge Leaders Capital reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2019 after selling out during the quarter.
Knowledge Leaders Capital sold 11,844 Vanguard Long-Term Treasury ETF shares in Q4 2019, an estimated $1.04M.
Knowledge Leaders Capital first reported a position in Vanguard Long-Term Treasury ETF in Q1 2019 and held it in 3 quarters.
Knowledge Leaders Capital's Vanguard Long-Term Treasury ETF position peaked at $1.24M in Q2 2019.
100 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2019.

Based on Knowledge Leaders Capital's 13F filing for Q4 2019, filed 29 Jan 2020.