FFWA
Forthright Family Wealth Advisory’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,599
| Closed | -$324K | – | 51 |
|
|
2025
Q1 | $324K | Sell |
4,599
-889
| -16% | -$62.6K | 0.21% | 41 |
|
|
2024
Q4 | $376K | Buy |
5,488
+1,986
| +57% | +$136K | 0.24% | 40 |
|
|
2024
Q3 | $255K | Sell |
3,502
-2,014
| -37% | -$147K | 0.16% | 50 |
|
|
2024
Q2 | $388K | Sell |
5,516
-25
| -0.5% | -$1.76K | 0.25% | 46 |
|
|
2024
Q1 | $401K | Buy |
+5,541
| New | +$401K | 0.27% | 47 |
|