AWM
AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Buy |
25,125
+95
| +0.4% | +$6.61K | 0.01% | 564 |
|
|
2025
Q1 | $1.76M | Sell |
25,030
-3,021
| -11% | -$213K | 0.01% | 557 |
|
|
2024
Q4 | $1.92M | Buy |
28,051
+1,908
| +7% | +$131K | 0.02% | 532 |
|
|
2024
Q3 | $1.97M | Buy |
26,143
+5,026
| +24% | +$378K | 0.02% | 540 |
|
|
2024
Q2 | $1.48M | Buy |
21,117
+493
| +2% | +$34.7K | 0.01% | 601 |
|
|
2024
Q1 | $1.49M | Sell |
20,624
-84,343
| -80% | -$6.1M | 0.02% | 564 |
|
|
2023
Q4 | $7.56M | Buy |
104,967
+16,855
| +19% | +$1.21M | 0.04% | 469 |
|
|
2023
Q3 | $5.91M | Sell |
88,112
-5,218
| -6% | -$350K | 0.04% | 504 |
|
|
2023
Q2 | $6.99M | Buy |
93,330
+16,311
| +21% | +$1.22M | 0.04% | 453 |
|
|
2023
Q1 | $5.9M | Buy |
77,019
+3,039
| +4% | +$233K | 0.04% | 465 |
|
|
2022
Q4 | $5.36M | Sell |
73,980
-7,483
| -9% | -$542K | 0.04% | 463 |
|
|
2022
Q3 | $5.86M | Sell |
81,463
-20,975
| -20% | -$1.51M | 0.05% | 395 |
|
|
2022
Q2 | $8.17M | Sell |
102,438
-2,137
| -2% | -$170K | 0.07% | 315 |
|
|
2022
Q1 | $9.59M | Sell |
104,575
-19,409
| -16% | -$1.78M | 0.07% | 292 |
|
|
2021
Q4 | $12.8M | Buy |
123,984
+23,944
| +24% | +$2.46M | 0.09% | 221 |
|
|
2021
Q3 | $10.2M | Buy |
100,040
+5,966
| +6% | +$610K | 0.08% | 235 |
|
|
2021
Q2 | $9.69M | Buy |
94,074
+11,403
| +14% | +$1.17M | 0.08% | 226 |
|
|
2021
Q1 | $8.11M | Buy |
82,671
+10,948
| +15% | +$1.07M | 0.08% | 235 |
|
|
2020
Q4 | $7.86M | Buy |
71,723
+8,844
| +14% | +$970K | 0.09% | 216 |
|
|
2020
Q3 | $7.03M | Buy |
62,879
+8,221
| +15% | +$919K | 0.1% | 184 |
|
|
2020
Q2 | $6.1M | Buy |
54,658
+23,694
| +77% | +$2.65M | 0.09% | 198 |
|
|
2020
Q1 | $3.3M | Buy |
30,964
+4,258
| +16% | +$454K | 0.08% | 224 |
|
|
2019
Q4 | $2.68M | Buy |
26,706
+7,797
| +41% | +$782K | 0.06% | 281 |
|
|
2019
Q3 | $1.94M | Buy |
18,909
+7,299
| +63% | +$749K | 0.06% | 285 |
|
|
2019
Q2 | $1.13M | Buy |
11,610
+1,941
| +20% | +$188K | 0.03% | 373 |
|
|
2019
Q1 | $891K | Buy |
9,669
+3,697
| +62% | +$341K | 0.06% | 226 |
|
|
2018
Q4 | $523K | Sell |
5,972
-741
| -11% | -$64.9K | 0.09% | 235 |
|
|
2018
Q3 | $587K | Buy |
6,713
+1,051
| +19% | +$91.9K | 0.03% | 292 |
|
|
2018
Q2 | $502K | Buy |
+5,662
| New | +$502K | 0.03% | 258 |
|
|
2018
Q1 | – | Sell |
-2,892
| Closed | -$275K | – | 439 |
|
|
2017
Q4 | $275K | Buy |
+2,892
| New | +$275K | 0.02% | 337 |
|
|
2017
Q3 | – | Sell |
-2,864
| Closed | -$267K | – | 402 |
|
|
2017
Q2 | $267K | Buy |
+2,864
| New | +$267K | 0.03% | 314 |
|