LGWM
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Litman Gregory Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Litman Gregory 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
Q3 		– Sell
-90
Closed -$7K – 237
2019
Q2 		$7K Hold
90
– – ﹤0.01% 163
2019
Q1 		$7K Hold
90
– – ﹤0.01% 114
2018
Q4 		$7K Buy
+90
New +$6.42K ﹤0.01% 122

Other funds holding VGLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Litman Gregory Wealth Management's VGLT Position: Q3 2019 in Review

Litman Gregory Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2019, closing a stake of 90 shares — an estimated $7K sold.

Litman Gregory Wealth Management first reported a position in VGLT in Q4 2018 and held it in 3 quarters. The position peaked at $7K in Q2 2019. 99 funds tracked by Wall St. Rank hold VGLT as of Q3 2019.

  • Litman Gregory Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 90 Vanguard Long-Term Treasury ETF shares in Q3 2019, an estimated $7K.
  • Litman Gregory Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2018 and held it in 3 quarters.
  • Litman Gregory Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $7K in Q2 2019.
  • 99 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.