BHWM
Beaird Harris 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
Q2 | – | Sell |
-1,319
| Closed | -$95.4K | – | 724 |
|
|
2024
Q1 | $95.4K | Buy |
+1,319
| New | +$95.4K | 0.01% | 161 |
|
|
2023
Q2 | – | Sell |
-502
| Closed | -$38.5K | – | 475 |
|
|
2023
Q1 | $38.5K | Hold |
502
| – | – | 0.01% | 184 |
|
|
2022
Q4 | $36.4K | Sell |
502
-6
| -1% | -$435 | 0.01% | 196 |
|
|
2022
Q3 | $37K | Sell |
508
-1,294
| -72% | -$94.2K | 0.01% | 182 |
|
|
2022
Q2 | $144K | Buy |
1,802
+377
| +26% | +$30.1K | 0.04% | 75 |
|
|
2022
Q1 | $131K | Sell |
1,425
-1,167
| -45% | -$107K | 0.05% | 108 |
|
|
2021
Q4 | $267K | Buy |
+2,592
| New | +$267K | 0.1% | 97 |
|