GWM
Guardian 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 | – | Sell |
-1,489
| Closed | -$105K | – | 77 |
|
|
2025
Q1 | $105K | Buy |
1,489
+90
| +6% | +$6.34K | 0.07% | 78 |
|
|
2024
Q4 | $95.8K | Sell |
1,399
-142
| -9% | -$9.72K | 0.07% | 90 |
|
|
2024
Q3 | $116K | Sell |
1,541
-156
| -9% | -$11.7K | 0.08% | 79 |
|
|
2024
Q2 | $119K | Sell |
1,697
-1
| -0.1% | -$70 | 0.09% | 76 |
|
|
2024
Q1 | $123K | Sell |
1,698
-515
| -23% | -$37.3K | 0.09% | 82 |
|
|
2023
Q4 | $165K | Buy |
2,213
+138
| +7% | +$10.3K | 0.14% | 71 |
|
|
2023
Q3 | $139K | Buy |
2,075
+222
| +12% | +$14.9K | 0.13% | 75 |
|
|
2023
Q2 | $139K | Sell |
1,853
-204
| -10% | -$15.3K | 0.13% | 74 |
|
|
2023
Q1 | $158K | Sell |
2,057
-1,110
| -35% | -$85.1K | 0.15% | 78 |
|
|
2022
Q4 | $229K | Buy |
3,167
+1,429
| +82% | +$104K | 0.23% | 72 |
|
|
2022
Q3 | $125K | Buy |
1,738
+93
| +6% | +$6.69K | 0.14% | 80 |
|
|
2022
Q2 | $131K | Buy |
1,645
+16
| +1% | +$1.27K | 0.14% | 81 |
|
|
2022
Q1 | $149K | Buy |
1,629
+358
| +28% | +$32.7K | 0.15% | 84 |
|
|
2021
Q4 | $131K | Buy |
+1,271
| New | +$131K | 0.13% | 78 |
|