Blue Chip Partners’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
2023
Q4
Sell
-3,037
Closed -$169K 190
2023
Q3
$169K Sell
3,037
-252,810
-99% -$14M 0.02% 145
2023
Q2
$16.3M Buy
255,847
+26,087
+11% +$1.66M 1.85% 25
2023
Q1
$15.1M Buy
229,760
+66,843
+41% +$4.38M 1.79% 26
2022
Q4
$10M Buy
162,917
+158,343
+3,462% +$9.76M 1.25% 34
2022
Q3
$288K Buy
4,574
+3,124
+215% +$197K 0.04% 101
2022
Q2
$102K Buy
+1,450
New +$102K 0.01% 161