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

Atria Investments’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
2020 Q2	–	Sell	-35,549	Closed	-$3.59M	–	763
2020 Q1	$3.59M	Buy	+35,549	New	+$3.25M	0.28%	85
2019 Q4	–	Sell	-3,384	Closed	-$297K	–	1242
2019 Q3	$297K	Buy	+3,384	New	+$289K	0.01%	715
2019 Q2	–	Sell	-16,815	Closed	-$1.31M	–	1089
2019 Q1	$1.31M	Sell	16,815 -1,287	-7%	-$96.3K	0.06%	288
2018 Q4	$1.35M	Buy	+18,102	New	+$1.29M	0.06%	241
2016 Q4	–	Sell	-3,393	Closed	-$287K	–	682
2016 Q3	$287K	Sell	3,393 -18,260	-84%	-$1.55M	0.03%	410
2016 Q2	$1.89M	Sell	21,653 -6,786	-24%	-$551K	0.2%	82
2016 Q1	$2.29M	Buy	+28,439	New	+$2.25M	0.26%	55

Other funds holding VGLT

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return