GWMIA
Global Wealth Management Investment Advisory’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 | $896K | Sell |
12,883
-455
| -3% | -$31.6K | 0.17% | 104 |
|
|
2025
Q1 | $939K | Buy |
13,338
+16
| +0.1% | +$1.13K | 0.19% | 99 |
|
|
2024
Q4 | $912K | Buy |
13,322
+517
| +4% | +$35.4K | 0.19% | 99 |
|
|
2024
Q3 | $963K | Buy |
12,805
+1,648
| +15% | +$124K | 0.21% | 95 |
|
|
2024
Q2 | $784K | Sell |
11,157
-401
| -3% | -$28.2K | 0.18% | 93 |
|
|
2024
Q1 | $836K | Sell |
11,558
-944
| -8% | -$68.3K | 0.2% | 93 |
|
|
2023
Q4 | $932K | Sell |
12,502
-461
| -4% | -$34.4K | 0.24% | 93 |
|
|
2023
Q3 | $869K | Sell |
12,963
-325
| -2% | -$21.8K | 0.24% | 94 |
|
|
2023
Q2 | $996K | Sell |
13,288
-482
| -4% | -$36.1K | 0.27% | 89 |
|
|
2023
Q1 | $1.06M | Buy |
13,770
+66
| +0.5% | +$5.06K | 0.32% | 80 |
|
|
2022
Q4 | $993K | Sell |
13,704
-25
| -0.2% | -$1.81K | 0.32% | 75 |
|
|
2022
Q3 | $988K | Sell |
13,729
-42
| -0.3% | -$3.02K | 0.35% | 77 |
|
|
2022
Q2 | $1.1M | Sell |
13,771
-406
| -3% | -$32.4K | 0.37% | 70 |
|
|
2022
Q1 | $1.3M | Buy |
14,177
+3,961
| +39% | +$363K | 0.39% | 73 |
|
|
2021
Q4 | $1.05M | Sell |
10,216
-197
| -2% | -$20.3K | 0.32% | 82 |
|
|
2021
Q3 | $1.07M | Buy |
10,413
+154
| +2% | +$15.8K | 0.34% | 79 |
|
|
2021
Q2 | $1.06M | Buy |
10,259
+564
| +6% | +$58.1K | 0.35% | 77 |
|
|
2021
Q1 | $951K | Buy |
9,695
+1,144
| +13% | +$112K | 0.34% | 77 |
|
|
2020
Q4 | $937K | Buy |
8,551
+110
| +1% | +$12.1K | 0.36% | 72 |
|
|
2020
Q3 | $944K | Buy |
8,441
+110
| +1% | +$12.3K | 0.41% | 69 |
|
|
2020
Q2 | $930K | Sell |
8,331
-877
| -10% | -$97.9K | 0.4% | 71 |
|
|
2020
Q1 | $983K | Buy |
9,208
+166
| +2% | +$17.7K | 0.5% | 63 |
|
|
2019
Q4 | $907K | Buy |
9,042
+220
| +2% | +$22.1K | 0.38% | 71 |
|
|
2019
Q3 | $906K | Buy |
8,822
+94
| +1% | +$9.65K | 0.41% | 66 |
|
|
2019
Q2 | $847K | Buy |
8,728
+40
| +0.5% | +$3.88K | 0.41% | 67 |
|
|
2019
Q1 | $801K | Buy |
8,688
+412
| +5% | +$38K | 0.42% | 67 |
|
|
2018
Q4 | $724K | Buy |
+8,276
| New | +$724K | 0.42% | 72 |
|