HWM
Hohimer 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 | $945K | Sell |
13,592
-2,206
| -14% | -$153K | 0.17% | 111 |
|
|
2025
Q1 | $1.11M | Buy |
15,798
+1,062
| +7% | +$74.8K | 0.22% | 103 |
|
|
2024
Q4 | $1.01M | Sell |
14,736
-18,654
| -56% | -$1.28M | 0.19% | 110 |
|
|
2024
Q3 | $2.51M | Buy |
33,390
+394
| +1% | +$29.6K | 0.54% | 77 |
|
|
2024
Q2 | $2.32M | Buy |
32,996
+3,243
| +11% | +$228K | 0.54% | 77 |
|
|
2024
Q1 | $2.15M | Buy |
29,753
+5,566
| +23% | +$403K | 0.5% | 72 |
|
|
2023
Q4 | $1.8M | Buy |
24,187
+6,570
| +37% | +$490K | 0.46% | 71 |
|
|
2023
Q3 | $1.18M | Buy |
17,617
+2,182
| +14% | +$146K | 0.34% | 81 |
|
|
2023
Q2 | $1.16M | Buy |
15,435
+6,362
| +70% | +$477K | 0.32% | 78 |
|
|
2023
Q1 | $695K | Buy |
+9,073
| New | +$695K | 0.2% | 128 |
|