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Stuart Chaussee & Associates’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Stuart Chaussee & Associates’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
Q3 		– Sell
-131,789
Closed -$10.2M – 106
2017
Q2 		$10.2M Buy
131,789
+234
+0.2% +$17.8K 7.56% 4
2017
Q1 		$9.81M Buy
+131,555
New +$9.75M 9.65% 3

Other funds holding VGLT

CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 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
LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Stuart Chaussee & Associates's VGLT Position: Q3 2017 in Review

Stuart Chaussee & Associates sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2017, closing a stake of 131,789 shares — an estimated $10.2M sold.

Stuart Chaussee & Associates first reported a position in VGLT in Q1 2017 and held it in 2 quarters. The position peaked at $10.2M in Q2 2017. 55 funds tracked by Wall St. Rank hold VGLT as of Q3 2017.

  • Stuart Chaussee & Associates reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2017 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 131,789 Vanguard Long-Term Treasury ETF shares in Q3 2017, an estimated $10.2M.
  • Stuart Chaussee & Associates first reported a position in Vanguard Long-Term Treasury ETF in Q1 2017 and held it in 2 quarters.
  • Stuart Chaussee & Associates's Vanguard Long-Term Treasury ETF position peaked at $10.2M in Q2 2017.
  • 55 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2017.

Based on Stuart Chaussee & Associates's 13F filing for Q3 2017, filed 31 Oct 2017.