Arkadios 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Buy |
10,517
+1,464
| +16% | +$102K | 0.02% | 694 |
|
|
2025
Q1 | $638K | Buy |
+9,053
| New | +$638K | 0.02% | 617 |
|
|
2024
Q2 | – | Sell |
-3,371
| Closed | -$244K | – | 857 |
|
|
2024
Q1 | $244K | Sell |
3,371
-116
| -3% | -$8.39K | 0.02% | 598 |
|
|
2023
Q4 | $260K | Sell |
3,487
-193
| -5% | -$14.4K | 0.02% | 567 |
|
|
2023
Q3 | $247K | Buy |
+3,680
| New | +$247K | 0.02% | 555 |
|
|
2021
Q4 | – | Sell |
-1,508
| Closed | -$154K | – | 716 |
|
|
2021
Q3 | $154K | Sell |
1,508
-94
| -6% | -$9.6K | 0.02% | 574 |
|
|
2021
Q2 | $165K | Buy |
1,602
+35
| +2% | +$3.61K | 0.02% | 585 |
|
|
2021
Q1 | $153K | Buy |
1,567
+579
| +59% | +$56.5K | 0.03% | 449 |
|
|
2020
Q4 | $108K | Buy |
+988
| New | +$108K | 0.02% | 425 |
|