ICA Group Wealth Management’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
Q2 | $2.88K | Sell |
41
-5,884
| -99% | -$414K | ﹤0.01% | 644 |
|
|
2024
Q1 | $429K | Buy |
5,925
+36
| +0.6% | +$2.6K | 0.09% | 179 |
|
|
2023
Q4 | $439K | Buy |
5,889
+16
| +0.3% | +$1.19K | 0.1% | 163 |
|
|
2023
Q3 | $394K | Sell |
5,873
-136
| -2% | -$9.12K | 0.11% | 156 |
|
|
2023
Q2 | $450K | Buy |
6,009
+5,609
| +1,402% | +$420K | 0.11% | 142 |
|
|
2023
Q1 | $30.7K | Sell |
400
-4,673
| -92% | -$358K | 0.01% | 569 |
|
|
2022
Q4 | $368K | Sell |
5,073
-172
| -3% | -$12.5K | 0.09% | 186 |
|
|
2022
Q3 | $377K | Sell |
5,245
-175
| -3% | -$12.6K | 0.08% | 224 |
|
|
2022
Q2 | $433K | Sell |
5,420
-372
| -6% | -$29.7K | 0.08% | 213 |
|
|
2022
Q1 | $467K | Buy |
+5,792
| New | +$467K | 0.09% | 198 |
|