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 |
|