Alera Investment Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-2,231
Closed -$214K 90
2020
Q4
$214K Buy
2,231
+202
+10% +$19.4K 0.08% 80
2020
Q3
$202K Buy
+2,029
New +$202K 0.08% 81