Caldwell Trust’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-300
2021
Q3
$30.7K Hold
300
2021
Q2
$30.9K Hold
300
2021
Q1
$29.4K Hold
300
2020
Q4
$32.9K Hold
300
2020
Q3
$33.6K Hold
300
2020
Q2
$33.5K Hold
300
2020
Q1
$32K Hold
300
2019
Q4
$30.1K Buy
+300