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

Global Financial 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
2020 Q2	$173K	Sell	1,726 -421	-20%	-$42.3K	0.01%	234
2020 Q1	$217K	Sell	2,147 -185	-8%	-$16.9K	0.01%	226
2019 Q4	$194K	Sell	2,332 -912	-28%	-$77.9K	0.01%	250
2019 Q3	$285K	Sell	3,244 -5,087	-61%	-$434K	0.01%	228
2019 Q2	$680K	Buy	+8,331	New	+$650K	0.03%	217

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

FDCDDQ

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

Global Financial Private Capital's VGLT Position: Q2 2020 in Review

Global Financial Private Capital reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 20% in Q2 2020, selling an estimated $42.3K and leaving 1,726 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #234.

Global Financial Private Capital first reported a position in VGLT in Q2 2019 and has held it in 5 quarters since. The position peaked at $680K in Q2 2019. 118 funds tracked by Wall St. Rank hold VGLT as of Q2 2020.

Global Financial Private Capital held 1,726 shares of Vanguard Long-Term Treasury ETF worth $173K as of Q2 2020.
Global Financial Private Capital sold 421 Vanguard Long-Term Treasury ETF shares in Q2 2020, an estimated $42.3K.
Vanguard Long-Term Treasury ETF made up 0.01% of Global Financial Private Capital's portfolio in Q2 2020, its #234 holding.
Global Financial Private Capital first reported a position in Vanguard Long-Term Treasury ETF in Q2 2019 and has held it in 5 quarters since.
Global Financial Private Capital's Vanguard Long-Term Treasury ETF position peaked at $680K in Q2 2019.
118 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.