Capital Advisors Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17.8M | Sell |
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|
2025
Q2 | $19.5M | Buy |
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|
2025
Q1 | $16.3M | Sell |
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|
2024
Q4 | $22M | Sell |
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|
2024
Q3 | $25.5M | Buy |
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|
2024
Q2 | $16.3M | Buy |
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|
2024
Q1 | $16.4M | Buy |
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|
2023
Q4 | $12.7M | Buy |
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|
2023
Q3 | $4.65M | Buy |
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|
2023
Q2 | $4.27M | Buy |
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|
2023
Q1 | $4.2M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $336K | Buy |
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|
2021
Q3 | $257K | Buy |
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|
2021
Q2 | $214K | Sell |
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|
2021
Q1 | $216K | Buy |
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