Atria Investments’s Vanguard Long-Term Bond ETF BLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.35M | Buy |
120,068
+27,777
| +30% | +$1.93M | 0.1% | 234 |
|
|
2025
Q1 | $6.5M | Buy |
92,291
+8,773
| +11% | +$618K | 0.08% | 280 |
|
|
2024
Q4 | $5.72M | Sell |
83,518
-19,920
| -19% | -$1.36M | 0.07% | 310 |
|
|
2024
Q3 | $7.78M | Buy |
103,438
+3,289
| +3% | +$247K | 0.1% | 237 |
|
|
2024
Q2 | $7.04M | Sell |
100,149
-674
| -0.7% | -$47.4K | 0.09% | 249 |
|
|
2024
Q1 | $7.29M | Sell |
100,823
-7,451
| -7% | -$539K | 0.1% | 242 |
|
|
2023
Q4 | $8.08M | Buy |
108,274
+23,744
| +28% | +$1.77M | 0.13% | 198 |
|
|
2023
Q3 | $5.67M | Sell |
84,530
-31,701
| -27% | -$2.13M | 0.1% | 249 |
|
|
2023
Q2 | $8.71M | Buy |
116,231
+38,744
| +50% | +$2.9M | 0.16% | 152 |
|
|
2023
Q1 | $5.94M | Buy |
77,487
+952
| +1% | +$73K | 0.11% | 219 |
|
|
2022
Q4 | $5.54M | Sell |
76,535
-5,442
| -7% | -$394K | 0.11% | 224 |
|
|
2022
Q3 | $5.9M | Sell |
81,977
-4,450
| -5% | -$320K | 0.13% | 193 |
|
|
2022
Q2 | $6.89M | Sell |
86,427
-16,243
| -16% | -$1.29M | 0.14% | 178 |
|
|
2022
Q1 | $9.41M | Sell |
102,670
-24,131
| -19% | -$2.21M | 0.16% | 153 |
|
|
2021
Q4 | $13.1M | Buy |
126,801
+9,773
| +8% | +$1.01M | 0.23% | 102 |
|
|
2021
Q3 | $12M | Buy |
117,028
+15,740
| +16% | +$1.61M | 0.22% | 104 |
|
|
2021
Q2 | $10.4M | Buy |
101,288
+9,530
| +10% | +$982K | 0.2% | 114 |
|
|
2021
Q1 | $9.01M | Buy |
91,758
+10,619
| +13% | +$1.04M | 0.2% | 117 |
|
|
2020
Q4 | $8.9M | Buy |
81,139
+11,833
| +17% | +$1.3M | 0.21% | 116 |
|
|
2020
Q3 | $7.75M | Buy |
69,306
+6,506
| +10% | +$728K | 0.24% | 101 |
|
|
2020
Q2 | $7.01M | Buy |
+62,800
| New | +$7.01M | 0.24% | 101 |
|
|
2020
Q1 | – | Sell |
-56,290
| Closed | -$5.65M | – | 619 |
|
|
2019
Q4 | $5.65M | Buy |
56,290
+7,439
| +15% | +$746K | 0.15% | 144 |
|
|
2019
Q3 | $5.02M | Buy |
48,851
+5,345
| +12% | +$549K | 0.18% | 113 |
|
|
2019
Q2 | $4.49M | Buy |
43,506
+594
| +1% | +$61.3K | 0.17% | 120 |
|
|
2019
Q1 | $3.95M | Sell |
42,912
-17,478
| -29% | -$1.61M | 0.17% | 114 |
|
|
2018
Q4 | $5.29M | Buy |
60,390
+34,083
| +130% | +$2.98M | 0.23% | 70 |
|
|
2018
Q3 | $2.3M | Buy |
26,307
+1,972
| +8% | +$172K | 0.09% | 197 |
|
|
2018
Q2 | $2.16M | Sell |
24,335
-10,158
| -29% | -$900K | 0.09% | 223 |
|
|
2018
Q1 | $3.14M | Sell |
34,493
-867
| -2% | -$78.8K | 0.15% | 130 |
|
|
2017
Q4 | $3.36M | Sell |
35,360
-1,616
| -4% | -$154K | 0.17% | 125 |
|
|
2017
Q3 | $3.47M | Buy |
36,976
+8,623
| +30% | +$809K | 0.19% | 97 |
|
|
2017
Q2 | $2.64M | Sell |
28,353
-13,407
| -32% | -$1.25M | 0.16% | 139 |
|
|
2017
Q1 | $3.76M | Buy |
41,760
+3,729
| +10% | +$336K | 0.24% | 75 |
|
|
2016
Q4 | $3.39M | Sell |
38,031
-5,730
| -13% | -$511K | 0.26% | 66 |
|
|
2016
Q3 | $4.32M | Buy |
43,761
+30,098
| +220% | +$2.97M | 0.4% | 43 |
|
|
2016
Q2 | $1.38M | Buy |
13,663
+11,438
| +514% | +$1.15M | 0.15% | 122 |
|
|
2016
Q1 | $207K | Buy |
+2,225
| New | +$207K | 0.02% | 410 |
|