BC
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Barrett & Company’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Barrett & Company’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-65
Closed -$4.52K – 641
2025
Q2 		$4.52K Hold
65
– – ﹤0.01% 539
2025
Q1 		$4.58K Hold
65
– – ﹤0.01% 504
2024
Q4 		$4.45K Hold
65
– – ﹤0.01% 504
2024
Q3 		$4.89K Hold
65
– – ﹤0.01% 489
2024
Q2 		$4.57K Hold
65
– – ﹤0.01% 494
2024
Q1 		$4.7K Hold
65
– – ﹤0.01% 496
2023
Q4 		$4.85K Hold
65
– – ﹤0.01% 475
2023
Q3 		$4.36K Hold
65
– – ﹤0.01% 491
2023
Q2 		$4.87K Hold
65
– – ﹤0.01% 471
2023
Q1 		$4.98K Hold
65
– – ﹤0.01% 448
2022
Q4 		$4.71K Hold
65
– – ﹤0.01% 454
2022
Q3 		$4.71K Buy
+65
New +$5.14K ﹤0.01% 454

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KIM
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BCMIO
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Goldman Sachs
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Royal Bank of Canada
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