Focus Partners Wealth’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
2025
Q2
$413K Sell
5,933
-1,056
-15% -$73.4K ﹤0.01% 1526
2025
Q1
$492K Sell
6,989
-2,119
-23% -$149K ﹤0.01% 1343
2024
Q4
$623K Sell
9,108
-1,518
-14% -$104K ﹤0.01% 1215
2024
Q3
$799K Sell
10,626
-1,182
-10% -$88.9K ﹤0.01% 996
2024
Q2
$830K Buy
+11,808
New +$830K ﹤0.01% 835