LFGH
BLV icon

Lee Financial Group Hawaii’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Lee Financial Group Hawaii’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-9,197
Closed -$1.01M – 29
2020
Q4 		$1.01M Sell
9,197
-27,316
-75% -$3.04M 0.85% 22
2020
Q3 		$4.08M Buy
36,513
+583
+2% +$66.4K 3.39% 12
2020
Q2 		$4.01M Buy
+35,930
New +$3.93M 3.45% 10

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