Founders Financial Alliance’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 | $112K | Sell |
1,612
-78
| -5% | -$5.42K | 0.03% | 345 |
|
|
2025
Q1 | $119K | Sell |
1,690
-57
| -3% | -$4.01K | 0.03% | 372 |
|
|
2024
Q4 | $120K | Hold |
1,747
| – | – | 0.03% | 308 |
|
|
2024
Q3 | $131K | Buy |
1,747
+1,320
| +309% | +$99.2K | 0.04% | 312 |
|
|
2024
Q2 | $30K | Sell |
427
-30
| -7% | -$2.11K | 0.01% | 409 |
|
|
2024
Q1 | $33.1K | Buy |
457
+20
| +5% | +$1.45K | 0.01% | 407 |
|
|
2023
Q4 | $32.6K | Hold |
437
| – | – | 0.01% | 368 |
|
|
2023
Q3 | $29.3K | Hold |
437
| – | – | 0.01% | 357 |
|
|
2023
Q2 | $32.7K | Buy |
437
+6
| +1% | +$450 | 0.01% | 375 |
|
|
2023
Q1 | $33K | Sell |
431
-93
| -18% | -$7.12K | 0.02% | 333 |
|
|
2022
Q4 | $38K | Hold |
524
| – | – | 0.02% | 349 |
|
|
2022
Q3 | $38K | Buy |
524
+117
| +29% | +$8.49K | 0.02% | 342 |
|
|
2022
Q2 | $32K | Sell |
407
-242
| -37% | -$19K | 0.02% | 375 |
|
|
2022
Q1 | $60K | Hold |
649
| – | – | 0.03% | 305 |
|
|
2021
Q4 | $67K | Hold |
649
| – | – | 0.03% | 334 |
|
|
2021
Q3 | $66K | Hold |
649
| – | – | 0.03% | 306 |
|
|
2021
Q2 | $67K | Buy |
649
+125
| +24% | +$12.9K | 0.03% | 324 |
|
|
2021
Q1 | $52K | Buy |
524
+13
| +3% | +$1.29K | 0.03% | 327 |
|
|
2020
Q4 | $56K | Hold |
511
| – | – | 0.03% | 286 |
|
|
2020
Q3 | $57K | Buy |
+511
| New | +$57K | 0.03% | 355 |
|