Atlas Capital Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Atlas Capital Advisors’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
2021 Q4	–	Sell	-890	Closed	-$78.1K	–	962
2021 Q3	$78.1K	Hold	890	–	–	0.01%	470
2021 Q2	$78.1K	Hold	890	–	–	0.01%	482
2021 Q1	$73.7K	Hold	890	–	–	0.01%	457
2020 Q4	$85.3K	Buy	+890	New	+$86.2K	0.02%	413
2020 Q3	–	Sell	-890	Closed	-$89.1K	–	589
2020 Q2	$89.1K	Buy	+890	New	+$89.4K	0.02%	412
2019 Q4	–	Sell	-890	Closed	-$78.1K	–	676
2019 Q3	$78.1K	Hold	890	–	–	0.02%	419
2019 Q2	$72.7K	Hold	890	–	–	0.02%	436
2019 Q1	$69.2K	Buy	+890	New	+$66.6K	0.03%	394

Other funds holding VGLT

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

NSLI

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

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

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Atlas Capital Advisors's VGLT Position: Q4 2021 in Review

Atlas Capital Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2021, closing a stake of 890 shares — an estimated $78.1K sold.

Atlas Capital Advisors first reported a position in VGLT in Q1 2019 and held it in 8 quarters. The position peaked at $89.1K in Q2 2020. 179 funds tracked by Wall St. Rank hold VGLT as of Q4 2021.

Atlas Capital Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
Atlas Capital Advisors sold 890 Vanguard Long-Term Treasury ETF shares in Q4 2021, an estimated $78.1K.
Atlas Capital Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q1 2019 and held it in 8 quarters.
Atlas Capital Advisors's Vanguard Long-Term Treasury ETF position peaked at $89.1K in Q2 2020.
179 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2021.

Based on Atlas Capital Advisors's 13F filing for Q4 2021, filed 1 Feb 2022.