Berger Financial Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,327
| Closed | -$239K | – | 269 |
|
|
2021
Q4 | $239K | Sell |
2,327
-1,710
| -42% | -$176K | 0.03% | 234 |
|
|
2021
Q3 | $413K | Sell |
4,037
-212
| -5% | -$21.7K | 0.07% | 132 |
|
|
2021
Q2 | $438K | Hold |
4,249
| – | – | 0.08% | 129 |
|
|
2021
Q1 | $417K | Sell |
4,249
-580
| -12% | -$56.9K | 0.09% | 128 |
|
|
2020
Q4 | $529K | Buy |
+4,829
| New | +$529K | 0.09% | 123 |
|