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Fortis Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-847
| Closed | -$64.9K | – | 110 |
|
|
2023
Q1 | $64.9K | Hold |
847
| – | – | 0.04% | 148 |
|
|
2022
Q4 | $61.3K | Sell |
847
-964
| -53% | -$69.8K | 0.05% | 148 |
|
|
2022
Q3 | $130K | Buy |
1,811
+17
| +0.9% | +$1.22K | 0.09% | 106 |
|
|
2022
Q2 | $143K | Buy |
1,794
+18
| +1% | +$1.44K | 0.09% | 107 |
|
|
2022
Q1 | $163K | Buy |
1,776
+8
| +0.5% | +$734 | 0.09% | 116 |
|
|
2021
Q4 | $182K | Buy |
1,768
+308
| +21% | +$31.7K | 0.11% | 101 |
|
|
2021
Q3 | $149K | Buy |
1,460
+925
| +173% | +$94.4K | 0.09% | 109 |
|
|
2021
Q2 | $55K | Buy |
+535
| New | +$55K | 0.03% | 177 |
|
|
2020
Q2 | – | Sell |
-2,004
| Closed | -$214K | – | 187 |
|
|
2020
Q1 | $214K | Buy |
2,004
+10
| +0.5% | +$1.07K | 0.14% | 71 |
|
|
2019
Q4 | $200K | Buy |
+1,994
| New | +$200K | 0.12% | 115 |
|