AFS
Axiom Financial Strategies’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-21,274
| Closed | -$1.46M | – | 49 |
|
|
2024
Q4 | $1.46M | Sell |
21,274
-74
| -0.3% | -$5.06K | 0.81% | 22 |
|
|
2024
Q3 | $1.6M | Sell |
21,348
-28,906
| -58% | -$2.17M | 0.85% | 22 |
|
|
2024
Q2 | $3.53M | Buy |
50,254
+382
| +0.8% | +$26.9K | 2.3% | 15 |
|
|
2024
Q1 | $3.61M | Sell |
49,872
-41,200
| -45% | -$2.98M | 2.3% | 15 |
|
|
2023
Q4 | $6.79M | Sell |
91,072
-130
| -0.1% | -$9.7K | 4.41% | 9 |
|
|
2023
Q3 | $6.12M | Sell |
91,202
-17,896
| -16% | -$1.2M | 4.1% | 10 |
|
|
2023
Q2 | $8.17M | Buy |
109,098
+17,091
| +19% | +$1.28M | 4.69% | 7 |
|
|
2023
Q1 | $7.05M | Buy |
92,007
+40,328
| +78% | +$3.09M | 3.92% | 9 |
|
|
2022
Q4 | $3.74M | Buy |
51,679
+957
| +2% | +$69.3K | 2.35% | 16 |
|
|
2022
Q3 | $3.65M | Buy |
50,722
+32,119
| +173% | +$2.31M | 1.94% | 15 |
|
|
2022
Q2 | $1.48M | Buy |
18,603
+4,019
| +28% | +$320K | 0.78% | 25 |
|
|
2022
Q1 | $1.19M | Buy |
14,584
+677
| +5% | +$55.1K | 0.6% | 28 |
|
|
2021
Q4 | $1.43M | Buy |
13,907
+408
| +3% | +$42K | 0.65% | 26 |
|
|
2021
Q3 | $1.38M | Sell |
13,499
-16,729
| -55% | -$1.71M | 0.65% | 28 |
|
|
2021
Q2 | $3.11M | Buy |
30,228
+346
| +1% | +$35.6K | 1.44% | 19 |
|
|
2021
Q1 | $2.93M | Buy |
29,882
+7,017
| +31% | +$689K | 1.44% | 18 |
|
|
2020
Q4 | $2.56M | Hold |
22,865
| – | – | 1.54% | 19 |
|
|
2020
Q3 | $2.56M | Sell |
22,865
-1,120
| -5% | -$125K | 1.54% | 19 |
|
|
2020
Q2 | $2.68M | Buy |
23,985
+1,634
| +7% | +$182K | 1.75% | 20 |
|
|
2020
Q1 | $2.39M | Buy |
+22,351
| New | +$2.39M | 1.93% | 16 |
|