BAWM
Bennett Associates 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
Q4 | – | Sell |
-13,793
| Closed | -$1.04M | – | 48 |
|
|
2024
Q3 | $1.04M | Buy |
13,793
+203
| +1% | +$15.3K | 0.85% | 22 |
|
|
2024
Q2 | $955K | Buy |
13,590
+687
| +5% | +$48.3K | 0.86% | 20 |
|
|
2024
Q1 | $933K | Buy |
12,903
+518
| +4% | +$37.5K | 0.84% | 21 |
|
|
2023
Q4 | $924K | Buy |
+12,385
| New | +$924K | 0.9% | 19 |
|