FIM
Freedom Investment Management’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 | $1.43M | Buy |
20,492
+626
| +3% | +$43.5K | 0.11% | 159 |
|
|
2025
Q1 | $1.4M | Buy |
19,866
+660
| +3% | +$46.5K | 0.12% | 159 |
|
|
2024
Q4 | $1.31M | Sell |
19,206
-586
| -3% | -$40.1K | 0.11% | 175 |
|
|
2024
Q3 | $1.49M | Sell |
19,792
-1,582
| -7% | -$119K | 0.12% | 156 |
|
|
2024
Q2 | $1.5M | Sell |
21,374
-15,402
| -42% | -$1.08M | 0.12% | 158 |
|
|
2024
Q1 | $2.66M | Sell |
36,776
-6,262
| -15% | -$453K | 0.21% | 85 |
|
|
2023
Q4 | $3.21M | Sell |
43,038
-2,854
| -6% | -$213K | 0.26% | 69 |
|
|
2023
Q3 | $3.08M | Sell |
45,892
-4,002
| -8% | -$268K | 0.38% | 50 |
|
|
2023
Q2 | $3.74M | Sell |
49,894
-1,121
| -2% | -$84K | 0.42% | 42 |
|
|
2023
Q1 | $3.91M | Buy |
51,015
+465
| +0.9% | +$35.6K | 0.44% | 43 |
|
|
2022
Q4 | $3.66M | Sell |
50,550
-1,390
| -3% | -$101K | 0.41% | 49 |
|
|
2022
Q3 | $3.74M | Sell |
51,940
-3,188
| -6% | -$229K | 0.43% | 50 |
|
|
2022
Q2 | $4.39M | Sell |
55,128
-7,406
| -12% | -$590K | 0.47% | 43 |
|
|
2022
Q1 | $5.73M | Buy |
62,534
+9,900
| +19% | +$908K | 0.51% | 32 |
|
|
2021
Q4 | $5.42M | Buy |
52,634
+7,463
| +17% | +$768K | 0.4% | 47 |
|
|
2021
Q3 | $4.62M | Buy |
45,171
+698
| +2% | +$71.4K | 0.35% | 49 |
|
|
2021
Q2 | $4.58M | Sell |
44,473
-1,340
| -3% | -$138K | 0.34% | 52 |
|
|
2021
Q1 | $4.5M | Sell |
45,813
-3,085
| -6% | -$303K | 0.35% | 58 |
|
|
2020
Q4 | $5.36M | Sell |
48,898
-1,696
| -3% | -$186K | 0.59% | 32 |
|
|
2020
Q3 | $5.66M | Sell |
50,594
-676
| -1% | -$75.6K | 0.62% | 25 |
|
|
2020
Q2 | $5.72M | Sell |
51,270
-5,655
| -10% | -$631K | 0.62% | 27 |
|
|
2020
Q1 | $5.98M | Sell |
56,925
-2,431
| -4% | -$255K | 0.53% | 34 |
|
|
2019
Q4 | $5.96M | Sell |
59,356
-278
| -0.5% | -$27.9K | 0.52% | 30 |
|
|
2019
Q3 | $6.12M | Sell |
59,634
-3,474
| -6% | -$357K | 0.53% | 30 |
|
|
2019
Q2 | $6.13M | Sell |
63,108
-891
| -1% | -$86.5K | 0.51% | 32 |
|
|
2019
Q1 | $5.9M | Sell |
63,999
-64,790
| -50% | -$5.97M | 0.47% | 37 |
|
|
2018
Q4 | $11.3M | Sell |
128,789
-1,389
| -1% | -$122K | 0.88% | 16 |
|
|
2018
Q3 | $11.5M | Sell |
130,178
-540
| -0.4% | -$47.6K | 0.72% | 15 |
|
|
2018
Q2 | $11.6M | Buy |
130,718
+11,189
| +9% | +$992K | 0.7% | 16 |
|
|
2018
Q1 | $10.9M | Buy |
119,529
+8,152
| +7% | +$741K | 0.55% | 22 |
|
|
2017
Q4 | $10.6M | Buy |
111,377
+7,265
| +7% | +$691K | 0.54% | 22 |
|
|
2017
Q3 | $9.76M | Buy |
104,112
+11,143
| +12% | +$1.04M | 0.54% | 24 |
|
|
2017
Q2 | $8.66M | Buy |
92,969
+11,248
| +14% | +$1.05M | 0.49% | 24 |
|
|
2017
Q1 | $7.36M | Buy |
81,721
+7,443
| +10% | +$670K | 0.43% | 28 |
|
|
2016
Q4 | $6.62M | Buy |
74,278
+25,031
| +51% | +$2.23M | 0.42% | 29 |
|
|
2016
Q3 | $4.86M | Buy |
49,247
+5,409
| +12% | +$533K | 0.31% | 37 |
|
|
2016
Q2 | $4.3M | Buy |
43,838
+14,418
| +49% | +$1.41M | 0.29% | 32 |
|
|
2016
Q1 | $2.74M | Buy |
29,420
+12,481
| +74% | +$1.16M | 0.2% | 49 |
|
|
2015
Q4 | $1.47M | Buy |
16,939
+9,854
| +139% | +$856K | 0.11% | 134 |
|
|
2015
Q3 | $225K | Sell |
7,085
-2,859
| -29% | -$90.8K | 0.02% | 583 |
|
|
2015
Q2 | $871K | Buy |
9,944
+1,634
| +20% | +$143K | 0.09% | 185 |
|
|
2015
Q1 | $800K | Buy |
8,310
+858
| +12% | +$82.6K | 0.09% | 184 |
|
|
2014
Q4 | $703K | Buy |
7,452
+395
| +6% | +$37.3K | 0.09% | 204 |
|
|
2014
Q3 | $637K | Buy |
7,057
+1,100
| +18% | +$99.3K | 0.11% | 183 |
|
|
2014
Q2 | $536K | Buy |
5,957
+608
| +11% | +$54.7K | 0.09% | 216 |
|
|
2014
Q1 | $464K | Buy |
5,349
+360
| +7% | +$31.2K | 0.1% | 200 |
|
|
2013
Q4 | $407K | Sell |
4,989
-442
| -8% | -$36.1K | 0.1% | 199 |
|
|
2013
Q3 | $451K | Sell |
5,431
-506
| -9% | -$42K | 0.13% | 140 |
|
|
2013
Q2 | $506K | Buy |
+5,937
| New | +$506K | 0.17% | 104 |
|