Cary Street Partners 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-338
| Closed | -$22.7K | – | 769 |
|
|
2023
Q3 | $22.7K | Hold |
338
| – | – | ﹤0.01% | 1079 |
|
|
2023
Q2 | $25.3K | Buy |
338
+309
| +1,066% | +$23.2K | ﹤0.01% | 985 |
|
|
2023
Q1 | $2.22K | Sell |
29
-7
| -19% | -$537 | ﹤0.01% | 1486 |
|
|
2022
Q4 | $2.61K | Buy |
+36
| New | +$2.61K | ﹤0.01% | 1465 |
|
|
2020
Q4 | – | Sell |
-62
| Closed | -$7K | – | 414 |
|
|
2020
Q3 | $7K | Buy |
+62
| New | +$7K | ﹤0.01% | 802 |
|