Columbia Advisory 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
-13,109
Closed -$728K 76
2023
Q3
$728K Buy
13,109
+5,196
+66% +$288K 0.79% 24
2023
Q2
$503K Hold
7,913
0.54% 26
2023
Q1
$518K Buy
+7,913
New +$518K 0.49% 28