Avantax Advisory Services’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 | $4.53M | Buy |
65,179
+14,582
| +29% | +$1.01M | 0.02% | 476 |
|
|
2025
Q1 | $3.56M | Sell |
50,597
-2,586
| -5% | -$182K | 0.02% | 522 |
|
|
2024
Q4 | $3.64M | Buy |
53,183
+4,944
| +10% | +$338K | 0.02% | 494 |
|
|
2024
Q3 | $3.63M | Buy |
48,239
+5,101
| +12% | +$383K | 0.02% | 489 |
|
|
2024
Q2 | $3.03M | Buy |
43,138
+6,406
| +17% | +$450K | 0.02% | 523 |
|
|
2024
Q1 | $2.66M | Sell |
36,732
-47,291
| -56% | -$3.42M | 0.02% | 463 |
|
|
2023
Q4 | $6.27M | Buy |
84,023
+54,558
| +185% | +$4.07M | 0.06% | 237 |
|
|
2023
Q3 | $1.98M | Sell |
29,465
-8,557
| -23% | -$574K | 0.02% | 461 |
|
|
2023
Q2 | $2.85M | Buy |
38,022
+9,883
| +35% | +$740K | 0.03% | 367 |
|
|
2023
Q1 | $2.16M | Buy |
28,139
+39
| +0.1% | +$2.99K | 0.03% | 419 |
|
|
2022
Q4 | $2.04M | Buy |
28,100
+325
| +1% | +$23.5K | 0.03% | 426 |
|
|
2022
Q3 | $2M | Sell |
27,775
-1,387
| -5% | -$99.8K | 0.03% | 370 |
|
|
2022
Q2 | $2.33M | Buy |
29,162
+422
| +1% | +$33.6K | 0.04% | 344 |
|
|
2022
Q1 | $2.63M | Buy |
28,740
+622
| +2% | +$57K | 0.04% | 316 |
|
|
2021
Q4 | $2.89M | Buy |
28,118
+2,601
| +10% | +$268K | 0.04% | 296 |
|
|
2021
Q3 | $2.61M | Buy |
25,517
+2,471
| +11% | +$253K | 0.04% | 290 |
|
|
2021
Q2 | $2.37M | Buy |
23,046
+1,033
| +5% | +$106K | 0.04% | 298 |
|
|
2021
Q1 | $2.17M | Buy |
22,013
+2,801
| +15% | +$276K | 0.05% | 275 |
|
|
2020
Q4 | $2.1M | Sell |
19,212
-1,899
| -9% | -$208K | 0.05% | 264 |
|
|
2020
Q3 | $2.36M | Buy |
21,111
+14,573
| +223% | +$1.63M | 0.04% | 334 |
|
|
2020
Q2 | $727K | Buy |
+6,538
| New | +$727K | 0.02% | 400 |
|
|
2019
Q2 | – | Sell |
-2,282
| Closed | -$210K | – | 517 |
|
|
2019
Q1 | $210K | Sell |
2,282
-2,415
| -51% | -$222K | 0.01% | 450 |
|
|
2018
Q4 | $414K | Buy |
+4,697
| New | +$414K | 0.07% | 250 |
|