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Elevated Capital Advisors’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
$3.31M Hold
46,954
0.93% 26
2025
Q1
$3.31M Sell
46,954
-7,798
-14% -$549K 0.93% 26
2024
Q4
$3.75M Buy
54,752
+22,596
+70% +$1.55M 1.02% 22
2024
Q3
$2.42M Sell
32,156
-462
-1% -$34.7K 0.64% 35
2024
Q2
$2.29M Buy
32,618
+120
+0.4% +$8.44K 0.64% 42
2024
Q1
$2.35M Buy
32,498
+4,854
+18% +$351K 0.67% 47
2023
Q4
$2.06M Buy
27,644
+1,096
+4% +$81.7K 0.64% 51
2023
Q3
$1.78M Buy
26,548
+2,220
+9% +$149K 0.61% 55
2023
Q2
$1.82M Buy
24,328
+2,817
+13% +$211K 0.61% 51
2023
Q1
$1.65M Buy
21,511
+3,373
+19% +$259K 0.59% 57
2022
Q4
$1.31M Buy
18,138
+1,839
+11% +$133K 0.5% 71
2022
Q3
$1.17M Buy
+16,299
New +$1.17M 0.46% 78
2021
Q1
Sell
-38,976
Closed -$4.27M 162
2020
Q4
$4.27M Sell
38,976
-49
-0.1% -$5.37K 1.85% 11
2020
Q3
$4.27M Sell
39,025
-1,881
-5% -$206K 2% 8
2020
Q2
$4.65M Buy
+40,906
New +$4.65M 2.19% 9
2019
Q4
$2.8M Buy
+27,942
New +$2.8M 3.12% 3
2019
Q1
$4.78M Buy
+43,203
New +$4.78M 3.16% 4