Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $430K | Buy |
4,777
+29
| +0.6% | +$2.61K | 0.14% | 147 |
|
|
2016
Q4 | $423K | Buy |
4,748
+84
| +2% | +$7.48K | 0.16% | 144 |
|
|
2016
Q3 | $460K | Buy |
4,664
+42
| +0.9% | +$4.14K | 0.16% | 132 |
|
|
2016
Q2 | $453K | Buy |
4,622
+4,497
| +3,598% | +$441K | 0.18% | 118 |
|
|
2016
Q1 | $12K | Hold |
125
| – | – | 0.01% | 659 |
|
|
2015
Q4 | $11K | Hold |
125
| – | – | ﹤0.01% | 738 |
|
|
2015
Q3 | $11K | Hold |
125
| – | – | ﹤0.01% | 736 |
|
|
2015
Q2 | $11K | Hold |
125
| – | – | ﹤0.01% | 763 |
|
|
2015
Q1 | $12K | Buy |
+125
| New | +$12K | 0.01% | 714 |
|