Aspire Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Aspire Wealth 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
2023 Q3	–	Sell	-1,607	Closed	-$102K	–	198
2023 Q2	$102K	Sell	1,607 -165	-9%	-$10.6K	0.08%	108
2023 Q1	$116K	Sell	1,772 -1,520	-46%	-$98K	0.09%	102
2022 Q4	$203K	Buy	3,292 +4	+0.1%	+$249	0.18%	86
2022 Q3	$207K	Sell	3,288 -714	-18%	-$49.2K	0.2%	80
2022 Q2	$281K	Buy	4,002 +15	+0.4%	+$1.08K	0.26%	68
2022 Q1	$321K	Buy	3,987 +1,854	+87%	+$155K	0.25%	65
2021 Q4	$191K	Buy	+2,133	New	+$190K	0.15%	88

Other funds holding VGLT

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

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

NSLI

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aspire Wealth Management's VGLT Position: Q3 2023 in Review

Aspire Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2023, closing a stake of 1,607 shares — an estimated $102K sold.

Aspire Wealth Management first reported a position in VGLT in Q4 2021 and held it in 7 quarters. The position peaked at $321K in Q1 2022. 291 funds tracked by Wall St. Rank hold VGLT as of Q3 2023.

Aspire Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
Aspire Wealth Management sold 1,607 Vanguard Long-Term Treasury ETF shares in Q3 2023, an estimated $102K.
Aspire Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2021 and held it in 7 quarters.
Aspire Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $321K in Q1 2022.
291 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2023.

Based on Aspire Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.