Beacon Harbor Wealth Advisors’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
$4.76M Sell
68,469
-6,799
-9% -$473K 1.19% 39
2025
Q1
$5.3M Buy
75,268
+3,842
+5% +$271K 1.23% 45
2024
Q4
$4.89M Buy
+71,426
New +$4.89M 1.14% 41