Concurrent Investment 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 | $3.37M | Buy |
48,494
+4,516
| +10% | +$314K | 0.07% | 297 |
|
|
2025
Q1 | $3.1M | Buy |
43,978
+13,842
| +46% | +$975K | 0.08% | 267 |
|
|
2024
Q4 | $2.06M | Buy |
30,136
+75
| +0.2% | +$5.13K | 0.06% | 318 |
|
|
2024
Q3 | $2.26M | Buy |
30,061
+197
| +0.7% | +$14.8K | 0.07% | 278 |
|
|
2024
Q2 | $2.1M | Buy |
29,864
+1,163
| +4% | +$81.7K | 0.07% | 261 |
|
|
2024
Q1 | $2.08M | Buy |
28,701
+4,407
| +18% | +$319K | 0.08% | 238 |
|
|
2023
Q4 | $1.81M | Buy |
+24,294
| New | +$1.81M | 0.09% | 242 |
|