BlueChip Wealth Advisors’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$338K Hold
2025
Q1
$335K Buy
2024
Q4
Sell
2024
Q3
$468K Buy
2024
Q2
$447K Buy
2024
Q1
$433K Sell
2023
Q4
$474K Buy