BRIA
Balanced Rock Investment Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
30,381
-342
| -1% | -$19.2K | 1.34% | 26 |
|
|
2025
Q1 | $1.77M | Buy |
30,723
+142
| +0.5% | +$8.18K | 1.41% | 23 |
|
|
2024
Q4 | $1.69M | Buy |
30,581
+1,815
| +6% | +$100K | 1.34% | 24 |
|
|
2024
Q3 | $1.77M | Buy |
28,766
+1,061
| +4% | +$65.3K | 1.39% | 21 |
|
|
2024
Q2 | $1.6M | Buy |
27,705
+1,493
| +6% | +$86.1K | 1.34% | 22 |
|
|
2024
Q1 | $1.55M | Buy |
26,212
+12,906
| +97% | +$765K | 1.32% | 22 |
|
|
2023
Q4 | $819K | Buy |
+13,306
| New | +$819K | 0.73% | 31 |
|