Coppell Advisory Solutions’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 | $729K | Hold |
10,582
| – | – | 0.09% | 187 |
|
|
2025
Q1 | $739K | Buy |
10,582
+9,200
| +666% | +$643K | 0.1% | 172 |
|
|
2024
Q4 | $95K | Hold |
1,382
| – | – | 0.01% | 427 |
|
|
2024
Q3 | $104K | Sell |
1,382
-15
| -1% | -$1.13K | 0.02% | 391 |
|
|
2024
Q2 | $98.2K | Buy |
+1,397
| New | +$98.2K | 0.02% | 366 |
|
|
2023
Q4 | $102K | Buy |
+1,362
| New | +$102K | 0.02% | 364 |
|
|
2023
Q3 | – | Sell |
-7,702
| Closed | -$571K | – | 1241 |
|
|
2023
Q2 | $571K | Buy |
+7,702
| New | +$571K | 0.16% | 116 |
|