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EP Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

EP Wealth Advisors’s Portfolio BLV Stock Details BLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$256K Buy
+3,681
New +$256K ﹤0.01% 1110
2024
Q1 		– Sell
-1,727
Closed -$129K – 838
2023
Q4 		$129K Buy
+1,727
New +$129K ﹤0.01% 759