AWA
Alaska Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-3
| Closed | -$217 | – | 114 |
|
2024
Q1 | $217 | Buy |
+3
| New | +$217 | ﹤0.01% | 117 |
|
2020
Q2 | – | Sell |
-4,401
| Closed | -$470K | – | 57 |
|
2020
Q1 | $470K | Hold |
4,401
| – | – | 0.13% | 31 |
|
2019
Q4 | $442K | Buy |
+4,401
| New | +$442K | 0.07% | 46 |
|
2019
Q3 | – | Sell |
-4,401
| Closed | -$406K | – | 34 |
|
2019
Q2 | $406K | Hold |
4,401
| – | – | 0.04% | 49 |
|
2019
Q1 | $406K | Hold |
4,401
| – | – | 0.04% | 49 |
|
2018
Q4 | $385K | Buy |
+4,401
| New | +$385K | 0.12% | 40 |
|
2018
Q3 | – | Sell |
-4,401
| Closed | -$390K | – | 52 |
|
2018
Q2 | $390K | Hold |
4,401
| – | – | 0.12% | 33 |
|
2018
Q1 | $400K | Hold |
4,401
| – | – | 0.14% | 31 |
|
2017
Q4 | $418K | Buy |
+4,401
| New | +$418K | 0.15% | 29 |
|