DWM
Darwin Wealth Management’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 | $572K | Sell |
8,229
-415
| -5% | -$28.9K | 0.2% | 86 |
|
|
2025
Q1 | $592K | Hold |
8,644
| – | – | 0.2% | 89 |
|
|
2024
Q4 | $592K | Sell |
8,644
-381
| -4% | -$26.1K | 0.2% | 89 |
|
|
2024
Q3 | $678K | Buy |
+9,025
| New | +$678K | 0.19% | 89 |
|
|
2024
Q2 | – | Sell |
-9,897
| Closed | -$716K | – | 87 |
|
|
2024
Q1 | $716K | Sell |
9,897
-30,514
| -76% | -$2.21M | 0.2% | 83 |
|
|
2023
Q4 | $3.01M | Buy |
40,411
+30,173
| +295% | +$2.25M | 0.81% | 36 |
|
|
2023
Q3 | $687K | Buy |
10,238
+1,926
| +23% | +$129K | 0.18% | 87 |
|
|
2023
Q2 | $607K | Sell |
8,312
-2,166
| -21% | -$158K | 0.16% | 89 |
|
|
2023
Q1 | $789K | Sell |
10,478
-1,949
| -16% | -$147K | 0.21% | 87 |
|
|
2022
Q4 | $962K | Sell |
12,427
-3,180
| -20% | -$246K | 0.25% | 78 |
|
|
2022
Q3 | $1.09M | Buy |
15,607
+5,106
| +49% | +$356K | 0.27% | 76 |
|
|
2022
Q2 | $863K | Sell |
10,501
-21,771
| -67% | -$1.79M | 0.17% | 91 |
|
|
2022
Q1 | $2.96M | Sell |
32,272
-57,112
| -64% | -$5.24M | 0.49% | 49 |
|
|
2021
Q4 | $8.8M | Buy |
89,384
+42,200
| +89% | +$4.16M | 1.39% | 21 |
|
|
2021
Q3 | $4.83M | Sell |
47,184
-5,702
| -11% | -$583K | 0.77% | 30 |
|
|
2021
Q2 | $5.45M | Buy |
52,886
+7,653
| +17% | +$789K | 0.89% | 26 |
|
|
2021
Q1 | $4.44M | Sell |
45,233
-14,540
| -24% | -$1.43M | 0.77% | 33 |
|
|
2020
Q4 | $6.55M | Buy |
59,773
+55,498
| +1,298% | +$6.08M | 1.23% | 19 |
|
|
2020
Q3 | $478K | Buy |
+4,275
| New | +$478K | 0.1% | 101 |
|