I
INVST’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 | $564K | Sell |
8,006
-375
| -4% | -$26.4K | 0.08% | 210 |
|
|
2024
Q4 | $574K | Buy |
8,381
+323
| +4% | +$22.1K | 0.07% | 160 |
|
|
2024
Q3 | $606K | Buy |
8,058
+2,645
| +49% | +$199K | 0.07% | 165 |
|
|
2024
Q2 | $374K | Buy |
5,413
+1,275
| +31% | +$88.2K | 0.04% | 195 |
|
|
2024
Q1 | $293K | Sell |
4,138
-569
| -12% | -$40.3K | 0.03% | 194 |
|
|
2023
Q4 | $342K | Buy |
+4,707
| New | +$342K | 0.04% | 171 |
|