BCWM
Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-654
| Closed | -$46K | – | 1134 |
|
|
2024
Q2 | $46K | Buy |
+654
| New | +$46K | ﹤0.01% | 674 |
|
|
2021
Q4 | – | Sell |
-75
| Closed | -$7.68K | – | 461 |
|
|
2021
Q3 | $7.68K | Buy |
+75
| New | +$7.68K | ﹤0.01% | 731 |
|
|
2021
Q1 | – | Sell |
-35
| Closed | -$3.84K | – | 1118 |
|
|
2020
Q4 | $3.84K | Buy |
+35
| New | +$3.84K | ﹤0.01% | 831 |
|