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

Lenox Wealth 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
Q4 		– Sell
-71
Closed -$7K – 682
2020
Q3 		$7K Buy
+71
New +$7.18K ﹤0.01% 417

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Lenox Wealth Advisors's VGLT Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2020, closing a stake of 71 shares — an estimated $7K sold.

Lenox Wealth Advisors first reported a position in VGLT in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 132 funds tracked by Wall St. Rank hold VGLT as of Q4 2020.

  • Lenox Wealth Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 71 Vanguard Long-Term Treasury ETF shares in Q4 2020, an estimated $7K.
  • Lenox Wealth Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q3 2020 and held it in 1 quarter.
  • Lenox Wealth Advisors's Vanguard Long-Term Treasury ETF position peaked at $7K in Q3 2020.
  • 132 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.