Gupta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $928K | Buy |
9,972
+230
| +2% | +$21.4K | 0.22% | 96 |
|
|
2015
Q4 | $846K | Buy |
9,742
+9,687
| +17,613% | +$841K | 0.22% | 98 |
|
|
2015
Q3 | $5K | Hold |
55
| – | – | ﹤0.01% | 1037 |
|
|
2015
Q2 | $5K | Hold |
55
| – | – | ﹤0.01% | 1012 |
|
|
2015
Q1 | $5K | Buy |
+55
| New | +$5K | ﹤0.01% | 886 |
|