HHRDM
H&H Retirement Design & 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 | $7.44M | Buy |
109,019
+11,240
| +11% | +$767K | 4.08% | 4 |
|
|
2025
Q1 | $6.55M | Buy |
97,779
+613
| +0.6% | +$41.1K | 4.36% | 4 |
|
|
2024
Q4 | $6.79M | Buy |
97,166
+3,212
| +3% | +$224K | 4.12% | 5 |
|
|
2024
Q3 | $6.89M | Buy |
93,954
+3,396
| +4% | +$249K | 4.06% | 5 |
|
|
2024
Q2 | $6.44M | Buy |
90,558
+2,166
| +2% | +$154K | 3.98% | 4 |
|
|
2024
Q1 | $6.06M | Sell |
88,392
-15,590
| -15% | -$1.07M | 4% | 4 |
|
|
2023
Q4 | $7.46M | Buy |
+103,982
| New | +$7.46M | 4.7% | 4 |
|
|
2023
Q1 | – | Sell |
-31,359
| Closed | -$2.43M | – | 58 |
|
|
2022
Q4 | $2.43M | Buy |
31,359
+4,591
| +17% | +$356K | 2.05% | 13 |
|
|
2022
Q3 | $1.86M | Sell |
26,768
-3,774
| -12% | -$262K | 1.75% | 16 |
|
|
2022
Q2 | $2.55M | Sell |
30,542
-5,242
| -15% | -$438K | 1.86% | 14 |
|
|
2022
Q1 | $3.12M | Buy |
35,784
+2,112
| +6% | +$184K | 2.12% | 14 |
|
|
2021
Q4 | $3.16M | Buy |
+33,672
| New | +$3.16M | 2% | 14 |
|