IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,424
| Closed | -$333K | – | 1089 |
|
|
2024
Q3 | $333K | Buy |
4,424
+489
| +12% | +$36.8K | 0.01% | 873 |
|
|
2024
Q2 | $277K | Sell |
3,935
-45
| -1% | -$3.16K | 0.01% | 826 |
|
|
2024
Q1 | $288K | Buy |
3,980
+51
| +1% | +$3.69K | 0.01% | 820 |
|
|
2023
Q4 | $293K | Sell |
3,929
-119
| -3% | -$8.88K | 0.01% | 770 |
|
|
2023
Q3 | $271K | Buy |
4,048
+96
| +2% | +$6.44K | 0.01% | 767 |
|
|
2023
Q2 | $296K | Buy |
+3,952
| New | +$296K | 0.02% | 734 |
|
|
2018
Q2 | – | Sell |
-403
| Closed | -$37K | – | 529 |
|
|
2018
Q1 | $37K | Buy |
403
+138
| +52% | +$12.7K | 0.01% | 771 |
|
|
2017
Q4 | $25K | Sell |
265
-1
| -0.4% | -$94 | 0.01% | 912 |
|
|
2017
Q3 | $25K | Buy |
266
+2
| +0.8% | +$188 | 0.01% | 707 |
|
|
2017
Q2 | $204 | Buy |
264
+77
| +41% | +$59 | 0.1% | 222 |
|
|
2017
Q1 | $17K | Buy |
187
+8
| +4% | +$727 | 0.01% | 696 |
|
|
2016
Q4 | $16K | Buy |
+179
| New | +$16K | 0.01% | 693 |
|