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
|
|