CHAM
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Clear Harbor Asset Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Clear Harbor Asset Management’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
2023
Q2 		– Sell
-16,118
Closed -$1.06M – 409
2023
Q1 		$1.06M Buy
16,118
+7,000
+77% +$451K 0.11% 153
2022
Q4 		$562K Buy
9,118
+500
+6% +$31.1K 0.07% 194
2022
Q3 		$542K Buy
8,618
+480
+6% +$33.1K 0.08% 182
2022
Q2 		$571K Buy
8,138
+305
+4% +$21.9K 0.08% 194
2022
Q1 		$630K Buy
7,833
+70
+0.9% +$5.85K 0.07% 194
2021
Q4 		$694K Buy
7,763
+605
+8% +$53.9K 0.08% 194
2021
Q3 		$628K Buy
7,158
+575
+9% +$51.8K 0.01% 204
2021
Q2 		$577K Buy
6,583
+55
+0.8% +$4.67K 0.07% 202
2021
Q1 		$541K Buy
+6,528
New +$577K 0.07% 193

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Wealth Enhancement Advisory Services
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MG
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Citigroup
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VOYA Investment Management
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