ACA
VGLT icon

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

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NSLI
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Morgan Stanley
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QCM
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Ameriprise
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LPL Financial
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MG
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return