LifePlan Financial Group’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

LifePlan Financial Group’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
2018 Q3	–	Sell	-385	Closed	-$29K	–	546
2018 Q2	$29K	Hold	385	–	–	0.02%	292
2018 Q1	$29K	Buy	+385	New	+$28.6K	0.02%	280

Other funds holding VGLT

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

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return

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

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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LFA

Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LifePlan Financial Group's VGLT Position: Q3 2018 in Review

LifePlan Financial Group sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2018, closing a stake of 385 shares — an estimated $29K sold.

LifePlan Financial Group first reported a position in VGLT in Q1 2018 and held it in 2 quarters. The position peaked at $29K in Q2 2018. 70 funds tracked by Wall St. Rank hold VGLT as of Q3 2018.

LifePlan Financial Group reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2018 after selling out during the quarter.
LifePlan Financial Group sold 385 Vanguard Long-Term Treasury ETF shares in Q3 2018, an estimated $29K.
LifePlan Financial Group first reported a position in Vanguard Long-Term Treasury ETF in Q1 2018 and held it in 2 quarters.
LifePlan Financial Group's Vanguard Long-Term Treasury ETF position peaked at $29K in Q2 2018.
70 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2018.

Based on LifePlan Financial Group's 13F filing for Q3 2018, filed 9 Oct 2018.