Dakota Wealth Management’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 | $1.1M | Buy |
+15,830
| New | +$1.1M | 0.02% | 363 |
|
|
2022
Q4 | – | Sell |
-29,095
| Closed | -$2.09M | – | 596 |
|
|
2022
Q3 | $2.09M | Buy |
29,095
+9,155
| +46% | +$659K | 0.17% | 138 |
|
|
2022
Q2 | $1.59M | Sell |
19,940
-120
| -0.6% | -$9.56K | 0.15% | 146 |
|
|
2022
Q1 | $1.84M | Sell |
20,060
-475
| -2% | -$43.5K | 0.15% | 154 |
|
|
2021
Q4 | $2.11M | Buy |
20,535
+1,790
| +10% | +$184K | 0.22% | 111 |
|
|
2021
Q3 | $1.92M | Buy |
18,745
+1,285
| +7% | +$131K | 0.22% | 116 |
|
|
2021
Q2 | $1.8M | Buy |
17,460
+6,630
| +61% | +$683K | 0.21% | 112 |
|
|
2021
Q1 | $1.06M | Buy |
10,830
+6,295
| +139% | +$618K | 0.14% | 140 |
|
|
2020
Q4 | $497K | Buy |
+4,535
| New | +$497K | 0.06% | 209 |
|
|
2020
Q1 | – | Sell |
-7,710
| Closed | -$774K | – | 261 |
|
|
2019
Q4 | $774K | Buy |
+7,710
| New | +$774K | 0.12% | 152 |
|