KOC
Koss-Olinger Consulting’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.5M | Sell |
624,928
-59,712
| -9% | -$4.15M | 3.57% | 6 |
|
|
2025
Q1 | $48.2M | Buy |
684,640
+7,155
| +1% | +$504K | 4.06% | 5 |
|
|
2024
Q4 | $46.4M | Buy |
677,485
+17,393
| +3% | +$1.19M | 4.06% | 5 |
|
|
2024
Q3 | $49.6M | Buy |
660,092
+364
| +0.1% | +$27.4K | 4.31% | 3 |
|
|
2024
Q2 | $46.4M | Buy |
+659,728
| New | +$46.4M | 4.28% | 4 |
|
|
2024
Q1 | – | Sell |
-659,484
| Closed | -$49.2M | – | 71 |
|
|
2023
Q4 | $49.2M | Buy |
659,484
+17,003
| +3% | +$1.27M | 4.83% | 5 |
|
|
2023
Q3 | $43.1M | Buy |
+642,481
| New | +$43.1M | 6.36% | 3 |
|