Cape Investment Advisory’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
2025
Q2
$68.9K Buy
990
+470
+90% +$32.7K 0.03% 322
2025
Q1
$36.6K Buy
520
+241
+86% +$17K 0.01% 381
2024
Q4
$19.1K Sell
279
-447
-62% -$30.6K 0.01% 487
2024
Q3
$54.6K Buy
726
+136
+23% +$10.2K 0.02% 306
2024
Q2
$41.5K Sell
590
-7
-1% -$492 0.02% 319
2024
Q1
$43.2K Sell
597
-427
-42% -$30.9K 0.02% 328
2023
Q4
$76.4K Buy
1,024
+625
+157% +$46.6K 0.04% 278
2023
Q3
$26.8K Sell
399
-1,046
-72% -$70.1K 0.02% 394
2023
Q2
$108K Buy
1,445
+955
+195% +$71.5K 0.06% 194
2023
Q1
$37.6K Buy
+490
New +$37.6K 0.02% 320