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

Lake Point 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
2019
Q1 		– Sell
-393
Closed -$29K – 866
2018
Q4 		$29K Buy
+393
New +$28K 0.01% 306

Other funds holding VGLT

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Ameriprise
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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

Lake Point Wealth Management's VGLT Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2019, closing a stake of 393 shares — an estimated $29K sold.

Lake Point Wealth Management first reported a position in VGLT in Q4 2018 and held it in 1 quarter. The position peaked at $29K in Q4 2018. 83 funds tracked by Wall St. Rank hold VGLT as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 393 Vanguard Long-Term Treasury ETF shares in Q1 2019, an estimated $29K.
  • Lake Point Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $29K in Q4 2018.
  • 83 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.