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

Wealthcare 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
2020 Q2	–	Sell	-394	Closed	-$40K	–	237
2020 Q1	$40K	Sell	394 -69	-15%	-$6.3K	0.01%	100
2019 Q4	$39K	Hold	463	–	–	﹤0.01%	122
2019 Q3	$41K	Sell	463 -136	-23%	-$11.6K	0.01%	106
2019 Q2	$49K	Hold	599	–	–	0.01%	98
2019 Q1	$47K	Sell	599 -86	-13%	-$6.44K	0.01%	101
2018 Q4	$51K	Sell	685 -99	-13%	-$7.06K	0.01%	92
2018 Q3	$57K	Sell	784 -39	-5%	-$2.88K	0.01%	83
2018 Q2	$62K	Sell	823 -15	-2%	-$1.1K	0.01%	79
2018 Q1	$63K	Sell	838 -163	-16%	-$12.1K	0.01%	78
2017 Q4	$78K	Sell	1,001 -26	-3%	-$2.01K	0.01%	73
2017 Q3	$79K	Buy	1,027 +215	+26%	+$16.6K	0.01%	68
2017 Q2	$63K	Hold	812	–	–	0.01%	75
2017 Q1	$61K	Sell	812 -592	-42%	-$43.9K	0.01%	76
2016 Q4	$103K	Sell	1,404 -58	-4%	-$4.48K	0.01%	58
2016 Q3	$123K	Sell	1,462 -190	-12%	-$16.2K	0.01%	49
2016 Q2	$141K	Hold	1,652	–	–	0.02%	49
2016 Q1	$133K	Hold	1,652	–	–	0.02%	51
2015 Q4	$123K	Hold	1,652	–	–	0.02%	60
2015 Q3	$126K	Hold	1,652	–	–	0.02%	58
2015 Q2	$121K	Hold	1,652	–	–	0.01%	66
2015 Q1	$133K	Hold	1,652	–	–	0.02%	124
2014 Q4	$128K	Hold	1,652	–	–	0.02%	51
2014 Q3	$120K	Hold	1,652	–	–	0.02%	52
2014 Q2	$117K	Sell	1,652 -105	-6%	-$7.33K	0.02%	52
2014 Q1	$120K	Buy	+1,757	New	+$118K	0.02%	50

Other funds holding VGLT

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Wealthcare Capital Management's VGLT Position: Q2 2020 in Review

Wealthcare Capital Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2020, closing a stake of 394 shares — an estimated $40K sold.

Wealthcare Capital Management first reported a position in VGLT in Q1 2014 and held it in 25 quarters. The position peaked at $141K in Q2 2016. 118 funds tracked by Wall St. Rank hold VGLT as of Q2 2020.

Wealthcare Capital Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2020 after selling out during the quarter.
Wealthcare Capital Management sold 394 Vanguard Long-Term Treasury ETF shares in Q2 2020, an estimated $40K.
Wealthcare Capital Management first reported a position in Vanguard Long-Term Treasury ETF in Q1 2014 and held it in 25 quarters.
Wealthcare Capital Management's Vanguard Long-Term Treasury ETF position peaked at $141K in Q2 2016.
118 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2020.

Based on Wealthcare Capital Management's 13F filing for Q2 2020, filed 29 Jul 2020.