FGAM
Financial Gravity Asset 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
Q1 | $704 | Buy |
+10
| New | +$704 | ﹤0.01% | 908 |
|
|
2024
Q2 | $11K | Sell |
157
-1,713
| -92% | -$120K | ﹤0.01% | 465 |
|
|
2024
Q1 | $136K | Buy |
1,870
+630
| +51% | +$45.8K | 0.02% | 245 |
|
|
2023
Q4 | $85.5K | Buy |
1,240
+570
| +85% | +$39.3K | ﹤0.01% | 551 |
|
|
2023
Q3 | $42.9K | Buy |
670
+595
| +793% | +$38.1K | ﹤0.01% | 510 |
|
|
2023
Q2 | $134K | Sell |
75
-2
| -3% | -$3.56K | 0.36% | 53 |
|
|
2023
Q1 | $25.8K | Buy |
77
+5
| +7% | +$1.68K | 0.8% | 27 |
|
|
2022
Q4 | $99.7K | Sell |
72
-1,224
| -94% | -$1.69M | 0.52% | 40 |
|
|
2022
Q3 | $21.5K | Sell |
1,296
-144
| -10% | -$2.39K | 0.73% | 32 |
|
|
2022
Q2 | $23.9K | Sell |
1,440
-216
| -13% | -$3.59K | 0.74% | 29 |
|
|
2022
Q1 | $28.3K | Sell |
1,656
-1,125
| -40% | -$19.2K | 0.79% | 28 |
|
|
2021
Q4 | $28.5K | Buy |
2,781
+2,509
| +922% | +$25.7K | 0.64% | 36 |
|
|
2021
Q3 | $102K | Sell |
272
-1
| -0.4% | -$375 | 0.05% | 347 |
|
|
2021
Q2 | $103K | Sell |
273
-32
| -10% | -$12.1K | 0.04% | 338 |
|
|
2021
Q1 | $29.9K | Sell |
305
-15
| -5% | -$1.47K | 0.61% | 25 |
|
|
2020
Q4 | $35K | Buy |
+320
| New | +$35K | 0.03% | 99 |
|
|
2020
Q2 | – | Sell |
-1,471
| Closed | -$157K | – | 116 |
|
|
2020
Q1 | $157K | Sell |
1,471
-1,426
| -49% | -$152K | 0.49% | 27 |
|
|
2019
Q4 | $100K | Sell |
2,897
-1,574
| -35% | -$54.3K | 0.07% | 320 |
|
|
2019
Q3 | $459K | Sell |
4,471
-754
| -14% | -$77.4K | 0.4% | 58 |
|
|
2019
Q2 | $507K | Sell |
5,225
-1,162
| -18% | -$113K | 0.42% | 66 |
|
|
2019
Q1 | $581K | Buy |
+6,387
| New | +$581K | 0.47% | 54 |
|
|
2018
Q3 | $1.34M | Buy |
15,794
+1,442
| +10% | +$123K | 1.4% | 16 |
|
|
2018
Q2 | $1.27M | Buy |
14,352
+1,681
| +13% | +$149K | 1.19% | 17 |
|
|
2018
Q1 | $1.11M | Buy |
+12,671
| New | +$1.11M | 1.14% | 17 |
|