Beacon Pointe Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-3,368
| Closed | -$253K | – | 1192 |
|
2024
Q3 | $253K | Sell |
3,368
-17
| -0.5% | -$1.28K | ﹤0.01% | 1073 |
|
2024
Q2 | $238K | Buy |
3,385
+312
| +10% | +$21.9K | ﹤0.01% | 1114 |
|
2024
Q1 | $222K | Buy |
3,073
+21
| +0.7% | +$1.52K | ﹤0.01% | 1205 |
|
2023
Q4 | $228K | Buy |
+3,052
| New | +$228K | ﹤0.01% | 1153 |
|
2022
Q2 | – | Sell |
-11,329
| Closed | -$1.04M | – | 1058 |
|
2022
Q1 | $1.04M | Buy |
+11,329
| New | +$1.04M | 0.01% | 606 |
|
2021
Q4 | – | Sell |
-11,328
| Closed | -$1.16M | – | 934 |
|
2021
Q3 | $1.16M | Buy |
+11,328
| New | +$1.16M | 0.03% | 386 |
|