IPC
Independent Portfolio Consultants’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-21,581
| Closed | -$2.08M | – | 886 |
|
|
2015
Q1 | $2.08M | Buy |
21,581
+7,246
| +51% | +$698K | 0.43% | 75 |
|
|
2014
Q4 | $1.35M | Buy |
14,335
+7,010
| +96% | +$661K | 0.27% | 125 |
|
|
2014
Q3 | $661K | Buy |
7,325
+205
| +3% | +$18.5K | 0.18% | 164 |
|
|
2014
Q2 | $640K | Sell |
7,120
-6,480
| -48% | -$582K | 0.18% | 168 |
|
|
2014
Q1 | $1.18M | Buy |
+13,600
| New | +$1.18M | 0.37% | 62 |
|