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Stonehearth Capital Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Stonehearth Capital 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
2017
Q1 		– Sell
-3,706
Closed -$273K – 36
2016
Q4 		$273K Buy
+3,706
New +$286K 0.21% 32

Other funds holding VGLT

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LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return
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
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Stonehearth Capital Management's VGLT Position: Q1 2017 in Review

Stonehearth Capital Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2017, closing a stake of 3,706 shares — an estimated $273K sold.

Stonehearth Capital Management first reported a position in VGLT in Q4 2016 and held it in 1 quarter. The position peaked at $273K in Q4 2016. 51 funds tracked by Wall St. Rank hold VGLT as of Q1 2017.

  • Stonehearth Capital Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2017 after selling out during the quarter.
  • Stonehearth Capital Management sold 3,706 Vanguard Long-Term Treasury ETF shares in Q1 2017, an estimated $273K.
  • Stonehearth Capital Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2016 and held it in 1 quarter.
  • Stonehearth Capital Management's Vanguard Long-Term Treasury ETF position peaked at $273K in Q4 2016.
  • 51 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2017.

Based on Stonehearth Capital Management's 13F filing for Q1 2017, filed 12 Apr 2017.