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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-212,582	Closed	-$20.9M	–	65
2021 Q1	$20.9M	Sell	212,582 -2,628	-1%	-$258K	3.03%	13
2020 Q4	$23.6M	Buy	215,210 +146,629	+214%	+$16.1M	3.67%	12
2020 Q3	$7.67M	Buy	+68,581	New	+$7.67M	1.96%	17