Accurate Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,090
| Closed | -$82.5K | – | 388 |
|
2022
Q4 | $82.5K | Buy |
+1,090
| New | +$82.5K | 0.03% | 344 |
|
2022
Q1 | – | Sell |
-1,957
| Closed | -$202K | – | 181 |
|
2021
Q4 | $202K | Hold |
1,957
| – | – | 0.17% | 136 |
|
2021
Q3 | $202K | Buy |
+1,957
| New | +$202K | 0.18% | 135 |
|