Cerity Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,667
| Closed | -$258K | – | 2541 |
|
|
2024
Q2 | $258K | Buy |
3,667
+48
| +1% | +$3.37K | ﹤0.01% | 1899 |
|
|
2024
Q1 | $262K | Buy |
+3,619
| New | +$262K | ﹤0.01% | 1944 |
|
|
2023
Q2 | – | Sell |
-13,241
| Closed | -$1.01M | – | 1678 |
|
|
2023
Q1 | $1.01M | Buy |
13,241
+1,085
| +9% | +$83.2K | ﹤0.01% | 965 |
|
|
2022
Q4 | $881K | Buy |
+12,156
| New | +$881K | 0.01% | 731 |
|