Creative Planning’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 | $404K | Sell |
5,804
-1,950
| -25% | -$136K | ﹤0.01% | 2638 |
|
|
2025
Q1 | $546K | Sell |
7,754
-2,433
| -24% | -$171K | ﹤0.01% | 2196 |
|
|
2024
Q4 | $697K | Sell |
10,187
-1,021
| -9% | -$69.9K | ﹤0.01% | 1917 |
|
|
2024
Q3 | $843K | Sell |
11,208
-12,286
| -52% | -$924K | ﹤0.01% | 1656 |
|
|
2024
Q2 | $1.65M | Sell |
23,494
-1,800
| -7% | -$127K | ﹤0.01% | 1085 |
|
|
2024
Q1 | $1.83M | Sell |
25,294
-2,443
| -9% | -$177K | ﹤0.01% | 998 |
|
|
2023
Q4 | $2.07M | Buy |
27,737
+283
| +1% | +$21.1K | ﹤0.01% | 905 |
|
|
2023
Q3 | $1.84M | Buy |
27,454
+24,671
| +886% | +$1.65M | ﹤0.01% | 880 |
|
|
2023
Q2 | $209K | Sell |
2,783
-3,855
| -58% | -$289K | ﹤0.01% | 2176 |
|
|
2023
Q1 | $509K | Buy |
6,638
+3,504
| +112% | +$269K | ﹤0.01% | 1446 |
|
|
2022
Q4 | $227K | Sell |
3,134
-208
| -6% | -$15.1K | ﹤0.01% | 1923 |
|
|
2022
Q3 | $240K | Sell |
3,342
-593
| -15% | -$42.6K | ﹤0.01% | 1769 |
|
|
2022
Q2 | $314K | Sell |
3,935
-363
| -8% | -$29K | ﹤0.01% | 1571 |
|
|
2022
Q1 | $394K | Buy |
4,298
+150
| +4% | +$13.8K | ﹤0.01% | 1460 |
|
|
2021
Q4 | $427K | Buy |
4,148
+227
| +6% | +$23.4K | ﹤0.01% | 1397 |
|
|
2021
Q3 | $401K | Sell |
3,921
-50
| -1% | -$5.11K | ﹤0.01% | 1420 |
|
|
2021
Q2 | $409K | Sell |
3,971
-62
| -2% | -$6.39K | ﹤0.01% | 1382 |
|
|
2021
Q1 | $396K | Buy |
4,033
+1,025
| +34% | +$101K | ﹤0.01% | 1570 |
|
|
2020
Q4 | $330K | Sell |
3,008
-46
| -2% | -$5.05K | ﹤0.01% | 1531 |
|
|
2020
Q3 | $342K | Sell |
3,054
-3,800
| -55% | -$426K | ﹤0.01% | 1320 |
|
|
2020
Q2 | $765K | Buy |
6,854
+2,187
| +47% | +$244K | ﹤0.01% | 832 |
|
|
2020
Q1 | $498K | Sell |
4,667
-863
| -16% | -$92.1K | ﹤0.01% | 938 |
|
|
2019
Q4 | $555K | Buy |
5,530
+1,262
| +30% | +$127K | ﹤0.01% | 1046 |
|
|
2019
Q3 | $438K | Buy |
4,268
+758
| +22% | +$77.8K | ﹤0.01% | 1137 |
|
|
2019
Q2 | $341K | Buy |
3,510
+133
| +4% | +$12.9K | ﹤0.01% | 1286 |
|
|
2019
Q1 | $311K | Sell |
3,377
-655
| -16% | -$60.3K | ﹤0.01% | 1302 |
|
|
2018
Q4 | $353K | Sell |
4,032
-56
| -1% | -$4.9K | ﹤0.01% | 1132 |
|
|
2018
Q3 | $357K | Buy |
4,088
+401
| +11% | +$35K | ﹤0.01% | 1278 |
|
|
2018
Q2 | $327K | Sell |
3,687
-600
| -14% | -$53.2K | ﹤0.01% | 1313 |
|
|
2018
Q1 | $390K | Sell |
4,287
-638
| -13% | -$58K | ﹤0.01% | 1194 |
|
|
2017
Q4 | $468K | Buy |
4,925
+655
| +15% | +$62.2K | ﹤0.01% | 1108 |
|
|
2017
Q3 | $400K | Buy |
4,270
+37
| +0.9% | +$3.47K | ﹤0.01% | 1142 |
|
|
2017
Q2 | $394K | Sell |
4,233
-536
| -11% | -$49.9K | ﹤0.01% | 1136 |
|
|
2017
Q1 | $429K | Sell |
4,769
-1,229
| -20% | -$111K | ﹤0.01% | 1061 |
|
|
2016
Q4 | $535K | Sell |
5,998
-5,257
| -47% | -$469K | ﹤0.01% | 884 |
|
|
2016
Q3 | $1.11M | Buy |
11,255
+9,754
| +650% | +$962K | 0.01% | 555 |
|
|
2016
Q2 | $147K | Sell |
1,501
-42
| -3% | -$4.11K | ﹤0.01% | 1423 |
|
|
2016
Q1 | $144K | Sell |
1,543
-1,385
| -47% | -$129K | ﹤0.01% | 1398 |
|
|
2015
Q4 | $255K | Buy |
2,928
+1,352
| +86% | +$118K | ﹤0.01% | 1059 |
|
|
2015
Q3 | $141K | Buy |
+1,576
| New | +$141K | ﹤0.01% | 1374 |
|
|
2015
Q2 | – | Sell |
-2,549
| Closed | -$246K | – | 1270 |
|
|
2015
Q1 | $246K | Sell |
2,549
-1,078
| -30% | -$104K | ﹤0.01% | 1079 |
|
|
2014
Q4 | $342K | Buy |
3,627
+445
| +14% | +$42K | ﹤0.01% | 872 |
|
|
2014
Q3 | $287K | Buy |
3,182
+1,413
| +80% | +$127K | ﹤0.01% | 884 |
|
|
2014
Q2 | $159K | Buy |
1,769
+603
| +52% | +$54.2K | ﹤0.01% | 1154 |
|
|
2014
Q1 | $101K | Sell |
1,166
-103
| -8% | -$8.92K | ﹤0.01% | 1391 |
|
|
2013
Q4 | $104K | Sell |
1,269
-246
| -16% | -$20.2K | ﹤0.01% | 1175 |
|
|
2013
Q3 | $126K | Sell |
1,515
-119
| -7% | -$9.9K | ﹤0.01% | 974 |
|
|
2013
Q2 | $139K | Buy |
+1,634
| New | +$139K | ﹤0.01% | 819 |
|