AWS
Atria Wealth Solutions’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 | $4.78M | Sell |
68,817
-181,375
| -72% | -$12.6M | 0.11% | 219 |
|
|
2025
Q1 | $17.6M | Sell |
250,192
-2,935
| -1% | -$207K | 0.21% | 100 |
|
|
2024
Q4 | $17.3M | Sell |
253,127
-28,382
| -10% | -$1.94M | 0.19% | 110 |
|
|
2024
Q3 | $21.2M | Buy |
281,509
+37,902
| +16% | +$2.85M | 0.23% | 93 |
|
|
2024
Q2 | $17.1M | Sell |
243,607
-4,716
| -2% | -$331K | 0.19% | 108 |
|
|
2024
Q1 | $18M | Sell |
248,323
-35,951
| -13% | -$2.6M | 0.2% | 105 |
|
|
2023
Q4 | $21.2M | Buy |
284,274
+55,460
| +24% | +$4.14M | 0.27% | 76 |
|
|
2023
Q3 | $15.3M | Sell |
228,814
-74,166
| -24% | -$4.97M | 0.21% | 103 |
|
|
2023
Q2 | $22.7M | Buy |
302,980
+36,240
| +14% | +$2.72M | 0.31% | 69 |
|
|
2023
Q1 | $20.4M | Sell |
266,740
-96,480
| -27% | -$7.39M | 0.3% | 73 |
|
|
2022
Q4 | $26.3M | Buy |
363,220
+121,566
| +50% | +$8.81M | 0.42% | 40 |
|
|
2022
Q3 | $17.4M | Buy |
241,654
+2,637
| +1% | +$190K | 0.3% | 74 |
|
|
2022
Q2 | $19.1M | Sell |
239,017
-1,063
| -0.4% | -$84.7K | 0.36% | 62 |
|
|
2022
Q1 | $22M | Buy |
+240,080
| New | +$22M | 0.37% | 48 |
|