Golden State 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 | $2.57K | Hold |
36
| – | – | ﹤0.01% | 1326 |
|
|
2025
Q1 | $2.57K | Hold |
36
| – | – | ﹤0.01% | 1281 |
|
|
2024
Q4 | $2.48K | Buy |
+36
| New | +$2.48K | ﹤0.01% | 1227 |
|
|
2020
Q3 | – | Sell |
-2,652
| Closed | -$296K | – | 430 |
|
|
2020
Q2 | $296K | Buy |
2,652
+1,752
| +195% | +$196K | 0.09% | 140 |
|
|
2020
Q1 | $96K | Buy |
+900
| New | +$96K | 0.04% | 253 |
|
|
2019
Q4 | – | Sell |
-10,128
| Closed | -$1.04M | – | 148 |
|
|
2019
Q3 | $1.04M | Sell |
10,128
-81
| -0.8% | -$8.32K | 0.34% | 59 |
|
|
2019
Q2 | $990K | Buy |
10,209
+244
| +2% | +$23.7K | 0.31% | 65 |
|
|
2019
Q1 | $918K | Buy |
+9,965
| New | +$918K | 0.31% | 68 |
|