Avior Wealth Management’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 | $451K | Sell |
6,492
-1,760
| -21% | -$122K | 0.02% | 455 |
|
|
2025
Q1 | $581K | Hold |
8,252
| – | – | 0.02% | 365 |
|
|
2024
Q4 | $565K | Buy |
8,252
+6,390
| +343% | +$437K | 0.02% | 412 |
|
|
2024
Q3 | $140K | Buy |
1,862
+1,805
| +3,167% | +$136K | 0.01% | 788 |
|
|
2024
Q2 | $4.01K | Sell |
57
-75
| -57% | -$5.27K | ﹤0.01% | 1788 |
|
|
2024
Q1 | $9.62K | Buy |
132
+75
| +132% | +$5.47K | ﹤0.01% | 1890 |
|
|
2023
Q4 | $4.25K | Hold |
57
| – | – | ﹤0.01% | 1190 |
|
|
2023
Q3 | $3.82K | Buy |
+57
| New | +$3.82K | ﹤0.01% | 1269 |
|
|
2023
Q2 | – | Sell |
-3
| Closed | -$271 | – | 1544 |
|
|
2023
Q1 | $271 | Buy |
+3
| New | +$271 | ﹤0.01% | 1551 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 1262 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1161 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1071 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 1108 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 1096 |
|