Financial Gravity Asset Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$138	Buy	+2	New	+$140	﹤0.01%	858
2025 Q4	–	Sell	-2	Closed	-$142	–	788
2025 Q3	$142	Buy	+2	New	+$139	﹤0.01%	885
2025 Q1	$704	Buy	+10	New	+$694	﹤0.01%	908
2024 Q2	$11K	Sell	157 -1,713	-92%	-$120K	﹤0.01%	465
2024 Q1	$136K	Buy	1,870 +630	+51%	+$45.5K	0.02%	245
2023 Q4	$85.5K	Buy	1,240 +570	+85%	+$39.1K	﹤0.01%	551
2023 Q3	$42.9K	Buy	670 +595	+793%	+$42.4K	﹤0.01%	510
2023 Q2	$134K	Sell	75 -2	-3%	-$150	0.36%	53
2023 Q1	$25.8K	Buy	77 +5	+7%	+$378	0.8%	27
2022 Q4	$99.7K	Sell	72 -1,224	-94%	-$88.6K	0.52%	40
2022 Q3	$21.5K	Sell	1,296 -144	-10%	-$11.4K	0.73%	32
2022 Q2	$23.9K	Sell	1,440 -216	-13%	-$17.8K	0.74%	29
2022 Q1	$28.3K	Sell	1,656 -1,125	-40%	-$107K	0.79%	28
2021 Q4	$28.5K	Buy	2,781 +2,509	+922%	+$259K	0.64%	36
2021 Q3	$102K	Sell	272 -1	-0.4%	-$105	0.05%	347
2021 Q2	$103K	Sell	273 -32	-10%	-$3.2K	0.04%	338
2021 Q1	$29.9K	Sell	305 -15	-5%	-$1.54K	0.61%	25
2020 Q4	$35K	Buy	+320	New	+$35.6K	0.03%	99
2020 Q2	–	Sell	-1,471	Closed	-$157K	–	116
2020 Q1	$157K	Sell	1,471 -1,426	-49%	-$149K	0.49%	27
2019 Q4	$100K	Sell	2,897 -1,574	-35%	-$159K	0.07%	320
2019 Q3	$459K	Sell	4,471 -754	-14%	-$75.8K	0.4%	58
2019 Q2	$507K	Sell	5,225 -1,162	-18%	-$108K	0.42%	66
2019 Q1	$581K	Buy	+6,387	New	+$566K	0.47%	54
2018 Q3	$1.34M	Buy	15,794 +1,442	+10%	+$128K	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	+$1.15M	1.14%	17