Keudell/Morrison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Buy |
+5,015
| New | +$349K | 0.08% | 154 |
|
|
2024
Q3 | – | Sell |
-3,087
| Closed | -$217K | – | 222 |
|
|
2024
Q2 | $217K | Buy |
+3,087
| New | +$217K | 0.06% | 189 |
|
|
2024
Q1 | – | Sell |
-6,256
| Closed | -$467K | – | 206 |
|
|
2023
Q4 | $467K | Sell |
6,256
-126,462
| -95% | -$9.43M | 0.15% | 109 |
|
|
2023
Q3 | $8.9M | Buy |
132,718
+1,290
| +1% | +$86.5K | 2.71% | 9 |
|
|
2023
Q2 | $9.85M | Buy |
+131,428
| New | +$9.85M | 2.84% | 9 |
|