Gradient Investments’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-130
| Closed | -$9.4K | – | 1390 |
|
|
2024
Q1 | $9.4K | Sell |
130
-30
| -19% | -$2.17K | ﹤0.01% | 646 |
|
|
2023
Q4 | $11.9K | Sell |
160
-14
| -8% | -$1.04K | ﹤0.01% | 805 |
|
|
2023
Q3 | $11.7K | Buy |
174
+30
| +21% | +$2.01K | ﹤0.01% | 781 |
|
|
2023
Q2 | $10.8K | Buy |
144
+34
| +31% | +$2.55K | ﹤0.01% | 802 |
|
|
2023
Q1 | $8.43K | Sell |
110
-33
| -23% | -$2.53K | ﹤0.01% | 844 |
|
|
2022
Q4 | $10.4K | Buy |
143
+33
| +30% | +$2.39K | ﹤0.01% | 801 |
|
|
2022
Q3 | $8K | Hold |
110
| – | – | ﹤0.01% | 839 |
|
|
2022
Q2 | $9K | Hold |
110
| – | – | ﹤0.01% | 777 |
|
|
2022
Q1 | $10K | Sell |
110
-5
| -4% | -$455 | ﹤0.01% | 764 |
|
|
2021
Q4 | $12K | Buy |
115
+5
| +5% | +$522 | ﹤0.01% | 751 |
|
|
2021
Q3 | $11K | Sell |
110
-38
| -26% | -$3.8K | ﹤0.01% | 755 |
|
|
2021
Q2 | $15K | Sell |
148
-177
| -54% | -$17.9K | ﹤0.01% | 680 |
|
|
2021
Q1 | $32K | Buy |
325
+137
| +73% | +$13.5K | ﹤0.01% | 542 |
|
|
2020
Q4 | $21K | Hold |
188
| – | – | ﹤0.01% | 558 |
|
|
2020
Q3 | $21K | Hold |
188
| – | – | ﹤0.01% | 561 |
|
|
2020
Q2 | $21K | Hold |
188
| – | – | ﹤0.01% | 518 |
|
|
2020
Q1 | $20K | Hold |
188
| – | – | ﹤0.01% | 514 |
|
|
2019
Q4 | $19K | Buy |
+188
| New | +$19K | ﹤0.01% | 570 |
|
|
2017
Q3 | – | Sell |
-33
| Closed | -$3K | – | 281 |
|
|
2017
Q2 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 638 |
|
|
2016
Q4 | – | Sell |
-107
| Closed | -$11K | – | 726 |
|
|
2016
Q3 | $11K | Buy |
+107
| New | +$11K | ﹤0.01% | 436 |
|