FIA
Foundations Investment Advisors’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 | $242K | Sell |
3,474
-243
| -7% | -$16.9K | ﹤0.01% | 815 |
|
|
2025
Q1 | $262K | Sell |
3,717
-1,073
| -22% | -$75.6K | ﹤0.01% | 755 |
|
|
2024
Q4 | $328K | Buy |
4,790
+37
| +0.8% | +$2.53K | 0.01% | 640 |
|
|
2024
Q3 | $357K | Buy |
4,753
+267
| +6% | +$20.1K | 0.01% | 590 |
|
|
2024
Q2 | $315K | Sell |
4,486
-5,857
| -57% | -$412K | 0.01% | 598 |
|
|
2024
Q1 | $748K | Sell |
10,343
-4,811
| -32% | -$348K | 0.02% | 377 |
|
|
2023
Q4 | $1.13M | Buy |
15,154
+11,515
| +316% | +$857K | 0.03% | 293 |
|
|
2023
Q3 | $244K | Sell |
3,639
-28,136
| -89% | -$1.89M | 0.01% | 558 |
|
|
2023
Q2 | $2.38M | Buy |
31,775
+27,107
| +581% | +$2.03M | 0.08% | 177 |
|
|
2023
Q1 | $358K | Sell |
4,668
-113
| -2% | -$8.66K | 0.01% | 369 |
|
|
2022
Q4 | $346K | Sell |
4,781
-297
| -6% | -$21.5K | 0.01% | 324 |
|
|
2022
Q3 | $365K | Buy |
5,078
+1,430
| +39% | +$103K | 0.02% | 296 |
|
|
2022
Q2 | $292K | Buy |
3,648
+1,075
| +42% | +$86K | 0.01% | 305 |
|
|
2022
Q1 | $218K | Sell |
2,573
-5,187
| -67% | -$439K | 0.01% | 328 |
|
|
2021
Q4 | $777K | Sell |
7,760
-20,331
| -72% | -$2.04M | 0.03% | 149 |
|
|
2021
Q3 | $2.86M | Buy |
28,091
+24,313
| +644% | +$2.48M | 0.13% | 60 |
|
|
2021
Q2 | $393K | Sell |
3,778
-91
| -2% | -$9.47K | 0.02% | 198 |
|
|
2021
Q1 | $381K | Buy |
3,869
+8
| +0.2% | +$788 | 0.02% | 153 |
|
|
2020
Q4 | $410K | Sell |
3,861
-847
| -18% | -$89.9K | 0.03% | 128 |
|
|
2020
Q3 | $526K | Sell |
4,708
-608,619
| -99% | -$68M | 0.12% | 103 |
|
|
2020
Q2 | $68.7M | Buy |
613,327
+610,601
| +22,399% | +$68.4M | 6.08% | 8 |
|
|
2020
Q1 | $287K | Buy |
+2,726
| New | +$287K | 0.03% | 94 |
|