CAWM
Capital Advisors Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5M | Buy |
279,916
+48,892
| +21% | +$3.4M | 3.06% | 10 |
|
|
2025
Q1 | $16.3M | Sell |
231,024
-91,045
| -28% | -$6.41M | 2.87% | 11 |
|
|
2024
Q4 | $22M | Sell |
322,069
-16,515
| -5% | -$1.13M | 3.92% | 6 |
|
|
2024
Q3 | $25.5M | Buy |
338,584
+106,918
| +46% | +$8.04M | 4.69% | 6 |
|
|
2024
Q2 | $16.3M | Buy |
231,666
+5,189
| +2% | +$365K | 3.22% | 11 |
|
|
2024
Q1 | $16.4M | Buy |
226,477
+56,722
| +33% | +$4.1M | 3.4% | 11 |
|
|
2023
Q4 | $12.7M | Buy |
169,755
+100,369
| +145% | +$7.49M | 2.89% | 11 |
|
|
2023
Q3 | $4.65M | Buy |
69,386
+12,341
| +22% | +$828K | 1.22% | 23 |
|
|
2023
Q2 | $4.27M | Buy |
57,045
+2,267
| +4% | +$170K | 1.09% | 22 |
|
|
2023
Q1 | $4.2M | Buy |
+54,778
| New | +$4.2M | 1.16% | 24 |
|
|
2022
Q1 | – | Sell |
-3,263
| Closed | -$336K | – | 124 |
|
|
2021
Q4 | $336K | Buy |
3,263
+749
| +30% | +$77.1K | 0.1% | 89 |
|
|
2021
Q3 | $257K | Buy |
2,514
+440
| +21% | +$45K | 0.09% | 86 |
|
|
2021
Q2 | $214K | Sell |
2,074
-130
| -6% | -$13.4K | 0.08% | 89 |
|
|
2021
Q1 | $216K | Buy |
+2,204
| New | +$216K | 0.09% | 86 |
|