Integrated Wealth Concepts’s Vanguard Long-Term Bond ETF BLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
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|
2025
Q1 | $201K | Sell |
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|
2024
Q4 | $234K | Sell |
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|
2024
Q3 | $258K | Sell |
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|
2024
Q2 | $261K | Buy |
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|
2024
Q1 | $262K | Sell |
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|
2023
Q4 | $281K | Sell |
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|
2023
Q3 | $484K | Buy |
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|
2023
Q2 | $428K | Buy |
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|
2023
Q1 | $337K | Buy |
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|
2022
Q4 | $299K | Buy |
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|
2022
Q3 | $271K | Sell |
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|
2022
Q2 | $325K | Sell |
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|
2022
Q1 | $377K | Sell |
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|
2021
Q4 | $436K | Sell |
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|
2021
Q3 | $441K | Buy |
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|
2021
Q2 | $409K | Buy |
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|
2021
Q1 | $350K | Sell |
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|
2020
Q4 | $407K | Sell |
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|
2020
Q3 | $434K | Sell |
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|
2020
Q2 | $461K | Buy |
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|
2020
Q1 | $382K | Sell |
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|
2019
Q4 | $390K | Buy |
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|
2019
Q3 | $373K | Buy |
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|
2019
Q2 | $238K | Sell |
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|
2019
Q1 | $347K | Sell |
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|
2018
Q4 | $345K | Buy |
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