EWM
Evergreen 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 | $8.95M | Buy |
128,657
+22,736
| +21% | +$1.58M | 5.02% | 4 |
|
|
2025
Q1 | $7.46M | Buy |
105,921
+5,017
| +5% | +$353K | 4.45% | 5 |
|
|
2024
Q4 | $6.9M | Buy |
100,904
+2,797
| +3% | +$191K | 4.08% | 5 |
|
|
2024
Q3 | $7.37M | Buy |
98,107
+40,365
| +70% | +$3.03M | 4.44% | 4 |
|
|
2024
Q2 | $4.06M | Hold |
57,742
| – | – | 2.69% | 12 |
|
|
2024
Q1 | $4.18M | Hold |
57,742
| – | – | 2.83% | 12 |
|
|
2023
Q4 | $4.31M | Buy |
57,742
+26,644
| +86% | +$1.99M | 3.17% | 10 |
|
|
2023
Q3 | $2.09M | Buy |
31,098
+723
| +2% | +$48.5K | 1.65% | 22 |
|
|
2023
Q2 | $2.28M | Buy |
30,375
+1,016
| +3% | +$76.1K | 1.78% | 20 |
|
|
2023
Q1 | $2.25M | Buy |
+29,359
| New | +$2.25M | 2% | 19 |
|