BWM
BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.73M | Sell |
36,496
-20,205
| -36% | -$1.51M | 0.27% | 69 |
|
|
2023
Q1 | $4.35M | Buy |
56,701
+22,657
| +67% | +$1.74M | 0.45% | 53 |
|
|
2022
Q4 | $2.47M | Buy |
34,044
+3,622
| +12% | +$262K | 0.27% | 76 |
|
|
2022
Q3 | $2.19M | Buy |
30,422
+30,372
| +60,744% | +$2.19M | 0.26% | 76 |
|
|
2022
Q2 | $4K | Sell |
50
-6,094
| -99% | -$488K | ﹤0.01% | 722 |
|
|
2022
Q1 | $563K | Buy |
6,144
+522
| +9% | +$47.8K | 0.06% | 177 |
|
|
2021
Q4 | $579K | Buy |
5,622
+189
| +3% | +$19.5K | 0.06% | 182 |
|
|
2021
Q3 | $556K | Buy |
5,433
+1,080
| +25% | +$111K | 0.06% | 169 |
|
|
2021
Q2 | $448K | Buy |
4,353
+1,521
| +54% | +$157K | 0.05% | 185 |
|
|
2021
Q1 | $278K | Buy |
+2,832
| New | +$278K | 0.04% | 214 |
|