FSB Premier Wealth Management’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 | $1.1M | Sell |
15,804
-584
| -4% | -$40.6K | 0.39% | 72 |
|
|
2025
Q1 | $1.15M | Sell |
16,388
-1,060
| -6% | -$74.6K | 0.45% | 62 |
|
|
2024
Q4 | $1.19M | Sell |
17,448
-141
| -0.8% | -$9.65K | 0.48% | 51 |
|
|
2024
Q3 | $1.32M | Sell |
17,589
-895
| -5% | -$67.3K | 0.54% | 45 |
|
|
2024
Q2 | $1.3M | Sell |
18,484
-735
| -4% | -$51.7K | 0.59% | 40 |
|
|
2024
Q1 | $1.39M | Buy |
19,219
+1,242
| +7% | +$89.8K | 0.65% | 34 |
|
|
2023
Q4 | $1.34M | Buy |
17,977
+141
| +0.8% | +$10.5K | 0.67% | 32 |
|
|
2023
Q3 | $1.2M | Buy |
17,836
+157
| +0.9% | +$10.5K | 0.67% | 32 |
|
|
2023
Q2 | $1.32M | Sell |
17,679
-401
| -2% | -$30K | 0.72% | 33 |
|
|
2023
Q1 | $1.39M | Sell |
18,080
-885
| -5% | -$67.8K | 0.77% | 30 |
|
|
2022
Q4 | $1.37M | Sell |
18,965
-792
| -4% | -$57.4K | 0.75% | 34 |
|
|
2022
Q3 | $1.42M | Sell |
19,757
-704
| -3% | -$50.6K | 0.83% | 33 |
|
|
2022
Q2 | $1.63M | Sell |
20,461
-1,443
| -7% | -$115K | 0.9% | 31 |
|
|
2022
Q1 | $1.84M | Sell |
21,904
-1,125
| -5% | -$94.3K | 0.92% | 30 |
|
|
2021
Q4 | $2.37M | Sell |
23,029
-1,329
| -5% | -$137K | 0.99% | 26 |
|
|
2021
Q3 | $2.49M | Buy |
24,358
+576
| +2% | +$58.9K | 1.25% | 23 |
|
|
2021
Q2 | $2.45M | Buy |
23,782
+207
| +0.9% | +$21.3K | 1.25% | 22 |
|
|
2021
Q1 | $2.31M | Buy |
23,575
+6,659
| +39% | +$653K | 1.25% | 22 |
|
|
2020
Q4 | $1.85M | Buy |
+16,916
| New | +$1.85M | 0.99% | 28 |
|