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WealthShield’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

WealthShield’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
Q4 		$19K Buy
+240
New +$18.5K 0.01% 182

Other funds holding VGLT

HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthShield's VGLT Position: Q4 2017 in Review

WealthShield opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q4 2017: 240 shares worth $19K. The stake represents 0.01% of the portfolio and ranks #182 among its holdings.

71 funds tracked by Wall St. Rank hold VGLT as of Q4 2017.

  • WealthShield held 240 shares of Vanguard Long-Term Treasury ETF worth $19K as of Q4 2017.
  • Vanguard Long-Term Treasury ETF was a new WealthShield position in Q4 2017.
  • Vanguard Long-Term Treasury ETF made up 0.01% of WealthShield's portfolio in Q4 2017, its #182 holding.
  • 71 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.