Householder Group Estate & Retirement Specialist’s Vanguard Long-Term Bond ETF BLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-998
| Closed | -$75K | – | 606 |
|
|
2024
Q3 | $75K | Buy |
998
+11
| +1% | +$827 | 0.02% | 412 |
|
|
2024
Q2 | $69K | Buy |
987
+10
| +1% | +$699 | 0.02% | 422 |
|
|
2024
Q1 | $70.7K | Buy |
977
+55
| +6% | +$3.98K | 0.02% | 417 |
|
|
2023
Q4 | $68K | Buy |
922
+117
| +15% | +$8.63K | 0.02% | 404 |
|
|
2023
Q3 | $54K | Buy |
+805
| New | +$54K | 0.02% | 432 |
|
|
2023
Q1 | $63K | Buy |
+828
| New | +$63K | 0.02% | 392 |
|
|
2022
Q4 | – | Sell |
-772
| Closed | -$55K | – | 408 |
|
|
2022
Q3 | $55K | Buy |
+772
| New | +$55K | 0.02% | 380 |
|