CAPTRUST Financial Advisors’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
Q2 | $575K | Buy |
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|
2025
Q1 | $558K | Sell |
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|
2024
Q4 | $545K | Sell |
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|
2024
Q3 | $682K | Buy |
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|
2024
Q2 | $635K | Buy |
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|
2024
Q1 | $625K | Buy |
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|
2023
Q4 | $550K | Sell |
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|
2023
Q3 | $512K | Buy |
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|
2023
Q2 | $534K | Sell |
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|
2023
Q1 | $548K | Sell |
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|
2022
Q4 | $597K | Sell |
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|
2022
Q3 | $739K | Sell |
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|
2022
Q2 | $870K | Sell |
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|
2022
Q1 | $1.3M | Sell |
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|
2021
Q4 | $1.72M | Sell |
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|
2021
Q3 | $2.23M | Sell |
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|
2021
Q2 | $4.61M | Buy |
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|
2021
Q1 | $1.92M | Buy |
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|
2020
Q4 | $1.19M | Buy |
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|
2020
Q3 | $940K | Buy |
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|
2020
Q2 | $849K | Sell |
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|
2020
Q1 | $807K | Sell |
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|
2019
Q4 | $820K | Buy |
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|
2019
Q3 | $7K | Hold |
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|
2019
Q2 | $7K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $14K | Hold |
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|
2017
Q3 | $13K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $720K | Sell |
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|
2016
Q4 | $891K | Buy |
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