Jamison Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-364
| Closed | -$27.3K | – | 236 |
|
|
2024
Q3 | $27.3K | Buy |
364
+33
| +10% | +$2.48K | ﹤0.01% | 284 |
|
|
2024
Q2 | $23.3K | Buy |
331
+117
| +55% | +$8.23K | ﹤0.01% | 287 |
|
|
2024
Q1 | $15.5K | Buy |
214
+32
| +18% | +$2.31K | ﹤0.01% | 310 |
|
|
2023
Q4 | $13.6K | Buy |
182
+50
| +38% | +$3.73K | ﹤0.01% | 289 |
|
|
2023
Q3 | $8.84K | Buy |
+132
| New | +$8.84K | ﹤0.01% | 302 |
|