FIS
Fischer Investment Strategies’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,441
| Closed | -$242K | – | 31 |
|
|
2024
Q2 | $242K | Sell |
3,441
-77,818
| -96% | -$5.47M | 0.24% | 22 |
|
|
2024
Q1 | $5.88M | Sell |
81,259
-119,654
| -60% | -$8.65M | 5.14% | 7 |
|
|
2023
Q4 | $15M | Buy |
200,913
+45,454
| +29% | +$3.39M | 11.33% | 2 |
|
|
2023
Q3 | $10.4M | Sell |
155,459
-2,739
| -2% | -$184K | 10.58% | 4 |
|
|
2023
Q2 | $11.9M | Buy |
+158,198
| New | +$11.9M | 10.87% | 4 |
|