BerganKDV Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$2.73M Sell
2023
Q1
$4.35M Buy
2022
Q4
$2.47M Buy
2022
Q3
$2.19M Buy
2022
Q2
$4K Sell
2022
Q1
$563K Buy
2021
Q4
$579K Buy
2021
Q3
$556K Buy
2021
Q2
$448K Buy
2021
Q1
$278K Buy