Cornerstone Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.8K | Sell |
1,345
-469
| -26% | -$32.7K | 0.02% | 148 |
|
|
2025
Q1 | $123K | Buy |
1,814
+497
| +38% | +$33.7K | 0.03% | 125 |
|
|
2024
Q4 | $91.1K | Sell |
1,317
-83
| -6% | -$5.74K | 0.02% | 118 |
|
|
2024
Q3 | $99.8K | Sell |
1,400
-954
| -41% | -$68K | 0.03% | 114 |
|
|
2024
Q2 | $175K | Sell |
2,354
-531
| -18% | -$39.4K | 0.05% | 85 |
|
|
2024
Q1 | $200K | Sell |
2,885
-878
| -23% | -$60.9K | 0.06% | 74 |
|
|
2023
Q4 | $281K | Sell |
3,763
-1,650
| -30% | -$123K | 0.09% | 68 |
|
|
2023
Q3 | $363K | Sell |
5,413
-1,167
| -18% | -$78.3K | 0.14% | 57 |
|
|
2023
Q2 | $493K | Buy |
+6,580
| New | +$493K | 0.19% | 50 |
|
|
2022
Q4 | $706K | Buy |
+9,042
| New | +$706K | 0.3% | 47 |
|