JPLA
Joseph P. Lucia & Associates’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-90
| Closed | -$7K | – | 138 |
|
|
2022
Q2 | $7K | Sell |
90
-205
| -69% | -$15.9K | ﹤0.01% | 323 |
|
|
2022
Q1 | $27K | Buy |
+295
| New | +$27K | 0.02% | 234 |
|
|
2021
Q4 | – | Sell |
-875
| Closed | -$90K | – | 169 |
|
|
2021
Q3 | $90K | Hold |
875
| – | – | 0.05% | 176 |
|
|
2021
Q2 | $90K | Hold |
875
| – | – | 0.05% | 176 |
|
|
2021
Q1 | $86K | Hold |
875
| – | – | 0.04% | 168 |
|
|
2020
Q4 | $96K | Buy |
+875
| New | +$96K | 0.07% | 151 |
|
|
2020
Q3 | – | Sell |
-1,085
| Closed | -$121K | – | 121 |
|
|
2020
Q2 | $121K | Hold |
1,085
| – | – | 0.11% | 119 |
|
|
2020
Q1 | $116K | Hold |
1,085
| – | – | 0.13% | 107 |
|
|
2019
Q4 | $109K | Buy |
1,085
+300
| +38% | +$30.1K | 0.1% | 125 |
|
|
2019
Q3 | $81K | Buy |
785
+155
| +25% | +$16K | 0.08% | 137 |
|
|
2019
Q2 | $61K | Sell |
630
-56,579
| -99% | -$5.48M | 0.06% | 151 |
|
|
2019
Q1 | $630 | Buy |
+57,209
| New | +$630 | 0.05% | 149 |
|