HWM
Horizons 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 | $2.4M | Buy |
34,578
+746
| +2% | +$51.9K | 1.71% | 17 |
|
|
2025
Q1 | $2.38M | Sell |
33,832
-168
| -0.5% | -$11.8K | 1.77% | 17 |
|
|
2024
Q4 | $2.33M | Buy |
34,000
+1,088
| +3% | +$74.5K | 1.77% | 18 |
|
|
2024
Q3 | $2.47M | Buy |
32,912
+15
| +0% | +$1.13K | 1.9% | 16 |
|
|
2024
Q2 | $2.34M | Sell |
32,897
-8,094
| -20% | -$577K | 1.85% | 17 |
|
|
2024
Q1 | $3.06M | Hold |
40,991
| – | – | 2% | 16 |
|
|
2023
Q4 | $3.06M | Buy |
40,991
+5,740
| +16% | +$428K | 2% | 16 |
|
|
2023
Q3 | $2.36M | Sell |
35,251
-341
| -1% | -$22.9K | 1.72% | 17 |
|
|
2023
Q2 | $2.66M | Sell |
35,592
-750
| -2% | -$56.1K | 1.89% | 16 |
|
|
2023
Q1 | $2.79M | Sell |
36,342
-2,224
| -6% | -$170K | 2.04% | 17 |
|
|
2022
Q4 | $2.8M | Sell |
38,566
-9,330
| -19% | -$677K | 2.24% | 16 |
|
|
2022
Q3 | $3.45M | Buy |
47,896
+82
| +0.2% | +$5.9K | 3.17% | 11 |
|
|
2022
Q2 | $3.88M | Buy |
+47,814
| New | +$3.88M | 3.17% | 10 |
|