CWA
Carolina Wealth Advisors’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 | $24.6M | Sell |
353,977
-23,747
| -6% | -$1.65M | 12.15% | 1 |
|
|
2025
Q1 | $26.6M | Buy |
377,724
+19,512
| +5% | +$1.37M | 14.35% | 1 |
|
|
2024
Q4 | $24.5M | Buy |
358,212
+299
| +0.1% | +$20.5K | 13.19% | 1 |
|
|
2024
Q3 | $26.9M | Sell |
357,913
-8,332
| -2% | -$626K | 13.69% | 1 |
|
|
2024
Q2 | $25.7M | Buy |
366,245
+23,210
| +7% | +$1.63M | 12.63% | 1 |
|
|
2024
Q1 | $24.8M | Buy |
343,035
+23,299
| +7% | +$1.69M | 13.45% | 1 |
|
|
2023
Q4 | $23.8M | Buy |
319,736
+2,217
| +0.7% | +$165K | 12.36% | 1 |
|
|
2023
Q3 | $21.3M | Buy |
317,519
+31,050
| +11% | +$2.08M | 12.02% | 1 |
|
|
2023
Q2 | $21.5M | Sell |
286,469
-722
| -0.3% | -$54.1K | 12.91% | 1 |
|
|
2023
Q1 | $22M | Buy |
287,191
+11,790
| +4% | +$904K | 12.89% | 1 |
|
|
2022
Q4 | $20M | Buy |
+275,401
| New | +$20M | 12.56% | 1 |
|