Aspire Private Capital’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Aspire Private Capital’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
2024 Q3	–	Sell	-361	Closed	-$20.8K	–	722
2024 Q2	$20.8K	Buy	+361	New	+$20.7K	0.01%	312
2023 Q3	–	Sell	-2	Closed	-$127	–	724
2023 Q2	$127	Buy	+2	New	+$128	﹤0.01%	656
2022 Q4	–	Sell	-51	Closed	-$3K	–	682
2022 Q3	$3K	Hold	51	–	–	﹤0.01%	496
2022 Q2	$4K	Hold	51	–	–	﹤0.01%	435
2022 Q1	$4K	Hold	51	–	–	﹤0.01%	440
2021 Q4	$5K	Hold	51	–	–	﹤0.01%	436
2021 Q3	$4K	Sell	51 -6	-11%	-$541	﹤0.01%	428
2021 Q2	$5K	Buy	57 +14	+33%	+$1.19K	﹤0.01%	400
2021 Q1	$4K	Hold	43	–	–	﹤0.01%	418
2020 Q4	$4K	Hold	43	–	–	﹤0.01%	330
2020 Q3	$4K	Hold	43	–	–	﹤0.01%	331
2020 Q2	$4K	Hold	43	–	–	﹤0.01%	247
2020 Q1	$4K	Hold	43	–	–	﹤0.01%	179
2019 Q4	$4K	Hold	43	–	–	﹤0.01%	329
2019 Q3	$4K	Hold	43	–	–	﹤0.01%	305
2019 Q2	$4K	Hold	43	–	–	﹤0.01%	345
2019 Q1	$3K	Hold	43	–	–	﹤0.01%	416
2018 Q4	$3K	Buy	+43	New	+$3.06K	﹤0.01%	390

Other funds holding VGLT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Aspire Private Capital's VGLT Position: Q3 2024 in Review

Aspire Private Capital sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2024, closing a stake of 361 shares — an estimated $20.8K sold.

Aspire Private Capital first reported a position in VGLT in Q4 2018 and held it in 18 quarters. The position peaked at $20.8K in Q2 2024. 411 funds tracked by Wall St. Rank hold VGLT as of Q3 2024.

Aspire Private Capital reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
Aspire Private Capital sold 361 Vanguard Long-Term Treasury ETF shares in Q3 2024, an estimated $20.8K.
Aspire Private Capital first reported a position in Vanguard Long-Term Treasury ETF in Q4 2018 and held it in 18 quarters.
Aspire Private Capital's Vanguard Long-Term Treasury ETF position peaked at $20.8K in Q2 2024.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2024.

Based on Aspire Private Capital's 13F filing for Q3 2024, filed 25 Oct 2024.