GM
GeoWealth 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 | $29.3K | Buy |
+421
| New | +$29.3K | ﹤0.01% | 1019 |
|
|
2025
Q1 | – | Sell |
-10,154
| Closed | -$695K | – | 1143 |
|
|
2024
Q4 | $695K | Buy |
10,154
+1,334
| +15% | +$91.3K | 0.02% | 393 |
|
|
2024
Q3 | $663K | Buy |
8,820
+992
| +13% | +$74.6K | 0.02% | 407 |
|
|
2024
Q2 | $550K | Buy |
7,828
+6,830
| +684% | +$480K | 0.02% | 407 |
|
|
2024
Q1 | $72.2K | Buy |
998
+504
| +102% | +$36.5K | ﹤0.01% | 790 |
|
|
2023
Q4 | $37K | Buy |
494
+469
| +1,876% | +$35.1K | ﹤0.01% | 634 |
|
|
2023
Q3 | $1K | Sell |
25
-891
| -97% | -$35.6K | ﹤0.01% | 477 |
|
|
2023
Q2 | $70K | Buy |
916
+911
| +18,220% | +$69.6K | 0.01% | 309 |
|
|
2023
Q1 | $0 | Sell |
5
-702
| -99% | – | ﹤0.01% | 391 |
|
|
2022
Q4 | $51K | Sell |
707
-2,323
| -77% | -$168K | 0.01% | 291 |
|
|
2022
Q3 | $218K | Buy |
3,030
+943
| +45% | +$67.8K | 0.02% | 228 |
|
|
2022
Q2 | $167K | Hold |
2,087
| – | – | 0.02% | 254 |
|
|
2022
Q1 | $191K | Sell |
2,087
-980
| -32% | -$89.7K | 0.02% | 297 |
|
|
2021
Q4 | $317K | Sell |
3,067
-17,364
| -85% | -$1.79M | 0.03% | 246 |
|
|
2021
Q3 | $2.09M | Buy |
+20,431
| New | +$2.09M | 0.17% | 110 |
|
|
2021
Q1 | – | Sell |
-627
| Closed | -$68K | – | 209 |
|
|
2020
Q4 | $68K | Hold |
627
| – | – | 0.01% | 200 |
|
|
2020
Q3 | $70K | Buy |
+627
| New | +$70K | 0.02% | 156 |
|
|
2019
Q4 | – | Sell |
-42,390
| Closed | -$4.35M | – | 112 |
|
|
2019
Q3 | $4.35M | Buy |
+42,390
| New | +$4.35M | 0.98% | 23 |
|