FWM
Frontier Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,814
| Closed | -$203K | – | 375 |
|
|
2020
Q3 | $203K | Buy |
+1,814
| New | +$203K | 0.02% | 339 |
|
|
2019
Q2 | – | Sell |
-19,823
| Closed | -$1.83M | – | 316 |
|
|
2019
Q1 | $1.83M | Sell |
19,823
-371
| -2% | -$34.2K | 0.25% | 93 |
|
|
2018
Q4 | $1.77M | Sell |
20,194
-2,315
| -10% | -$203K | 0.27% | 88 |
|
|
2018
Q3 | $1.97M | Sell |
22,509
-930
| -4% | -$81.3K | 0.19% | 89 |
|
|
2018
Q2 | $2.08M | Sell |
23,439
-185
| -0.8% | -$16.4K | 0.3% | 79 |
|
|
2018
Q1 | $2.15M | Sell |
23,624
-694
| -3% | -$63.1K | 0.3% | 84 |
|
|
2017
Q4 | $2.31M | Sell |
24,318
-1,469
| -6% | -$140K | 0.37% | 68 |
|
|
2017
Q3 | $2.42M | Sell |
25,787
-431
| -2% | -$40.4K | 0.35% | 74 |
|
|
2017
Q2 | $2.44M | Sell |
26,218
-5,890
| -18% | -$549K | 0.37% | 73 |
|
|
2017
Q1 | $2.89M | Sell |
32,108
-4,350
| -12% | -$392K | 0.44% | 60 |
|
|
2016
Q4 | $3.25M | Sell |
36,458
-7,647
| -17% | -$681K | 0.53% | 52 |
|
|
2016
Q3 | $4.35M | Sell |
44,105
-11,744
| -21% | -$1.16M | 0.66% | 33 |
|
|
2016
Q2 | $5.48M | Sell |
55,849
-4,658
| -8% | -$457K | 0.88% | 26 |
|
|
2016
Q1 | $5.63M | Sell |
60,507
-4,289
| -7% | -$399K | 0.47% | 20 |
|
|
2015
Q4 | $5.63M | Sell |
64,796
-5,833
| -8% | -$506K | 0.9% | 23 |
|
|
2015
Q3 | $6.31M | Sell |
70,629
-639
| -0.9% | -$57.1K | 1% | 20 |
|
|
2015
Q2 | $6.24M | Sell |
71,268
-815
| -1% | -$71.4K | 0.96% | 22 |
|
|
2015
Q1 | $6.94M | Sell |
72,083
-2,967
| -4% | -$286K | 1.11% | 18 |
|
|
2014
Q4 | $7.08M | Buy |
+75,050
| New | +$7.08M | 1.33% | 14 |
|