GSWM
Greenup Street Wealth 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 | $9.13M | Sell |
131,355
-5,274
| -4% | -$367K | 1.59% | 14 |
|
|
2025
Q1 | $9.62M | Buy |
136,629
+25,134
| +23% | +$1.77M | 1.91% | 13 |
|
|
2024
Q4 | $7.63M | Buy |
111,495
+43,909
| +65% | +$3M | 1.52% | 16 |
|
|
2024
Q3 | $5.08M | Buy |
67,586
+10,330
| +18% | +$777K | 1.05% | 23 |
|
|
2024
Q2 | $4.02M | Sell |
57,256
-23,010
| -29% | -$1.62M | 0.95% | 27 |
|
|
2024
Q1 | $5.81M | Buy |
80,266
+9,335
| +13% | +$675K | 1.46% | 15 |
|
|
2023
Q4 | $5.29M | Sell |
70,931
-25,949
| -27% | -$1.94M | 1.47% | 14 |
|
|
2023
Q3 | $6.5M | Buy |
96,880
+22,815
| +31% | +$1.53M | 2.12% | 12 |
|
|
2023
Q2 | $5.55M | Buy |
74,065
+42,922
| +138% | +$3.22M | 1.52% | 19 |
|
|
2023
Q1 | $2.39M | Buy |
31,143
+5,471
| +21% | +$419K | 0.84% | 28 |
|
|
2022
Q4 | $1.86M | Buy |
25,672
+2,045
| +9% | +$148K | 0.78% | 35 |
|
|
2022
Q3 | $1.7M | Buy |
23,627
+10,639
| +82% | +$765K | 0.77% | 31 |
|
|
2022
Q2 | $1.04M | Sell |
12,988
-7,002
| -35% | -$558K | 0.49% | 46 |
|
|
2022
Q1 | $1.83M | Buy |
19,990
+6,145
| +44% | +$563K | 1.01% | 34 |
|
|
2021
Q4 | $1.43M | Buy |
+13,845
| New | +$1.43M | 0.84% | 34 |
|