IWP
Invenio Wealth Partners’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,687
| Closed | -$1.21M | – | 94 |
|
|
2024
Q4 | $1.21M | Buy |
17,687
+2,877
| +19% | +$197K | 0.51% | 36 |
|
|
2024
Q3 | $1.11M | Buy |
14,810
+2,101
| +17% | +$158K | 0.48% | 33 |
|
|
2024
Q2 | $893K | Buy |
12,709
+1,943
| +18% | +$137K | 0.44% | 35 |
|
|
2024
Q1 | $779K | Buy |
10,766
+6,573
| +157% | +$475K | 0.42% | 38 |
|
|
2023
Q4 | $313K | Buy |
+4,193
| New | +$313K | 0.23% | 64 |
|