HWA
Hilltop Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,746
| Closed | -$256K | – | 52 |
|
|
2024
Q4 | $256K | Sell |
3,746
-200,091
| -98% | -$13.7M | 0.13% | 42 |
|
|
2024
Q3 | $15.3M | Buy |
203,837
+1,674
| +0.8% | +$126K | 7.15% | 6 |
|
|
2024
Q2 | $14.2M | Buy |
202,163
+5,945
| +3% | +$418K | 7.13% | 6 |
|
|
2024
Q1 | $14.2M | Buy |
196,218
+1,458
| +0.7% | +$105K | 7.26% | 5 |
|
|
2023
Q4 | $14.5M | Buy |
194,760
+189,184
| +3,393% | +$14.1M | 8.28% | 5 |
|
|
2023
Q3 | $374K | Buy |
+5,576
| New | +$374K | 0.29% | 29 |
|