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Searcy Financial Services’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Searcy Financial Services’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
Q1 		– Sell
-84,704
Closed -$7.05M – 14
2019
Q4 		$7.05M Buy
84,704
+3,221
+4% +$275K 5.06% 10
2019
Q3 		$7.15M Buy
+81,483
New +$6.95M 5.3% 10

Other funds holding VGLT

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Searcy Financial Services's VGLT Position: Q1 2020 in Review

Searcy Financial Services sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2020, closing a stake of 84,704 shares — an estimated $7.05M sold.

Searcy Financial Services first reported a position in VGLT in Q3 2019 and held it in 2 quarters. The position peaked at $7.15M in Q3 2019. 118 funds tracked by Wall St. Rank hold VGLT as of Q1 2020.

  • Searcy Financial Services reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2020 after selling out during the quarter.
  • Searcy Financial Services sold 84,704 Vanguard Long-Term Treasury ETF shares in Q1 2020, an estimated $7.05M.
  • Searcy Financial Services first reported a position in Vanguard Long-Term Treasury ETF in Q3 2019 and held it in 2 quarters.
  • Searcy Financial Services's Vanguard Long-Term Treasury ETF position peaked at $7.15M in Q3 2019.
  • 118 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2020.

Based on Searcy Financial Services's 13F filing for Q1 2020, filed 15 Apr 2020.