Independent Advisor Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,354
| Closed | -$435K | – | 849 |
|
|
2024
Q4 | $435K | Buy |
+6,354
| New | +$435K | 0.01% | 1000 |
|
|
2020
Q1 | – | Sell |
-18,516
| Closed | -$1.86M | – | 448 |
|
|
2019
Q4 | $1.86M | Buy |
+18,516
| New | +$1.86M | 0.08% | 251 |
|
|
2017
Q2 | – | Sell |
-6,137
| Closed | -$554K | – | 250 |
|
|
2017
Q1 | $554K | Buy |
+6,137
| New | +$554K | 0.09% | 223 |
|