Lee Financial Group Hawaii’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
2021 Q1	–	Sell	-9,197	Closed	-$1.01M	–	29
2020 Q4	$1.01M	Sell	9,197 -27,316	-75%	-$2.99M	0.85%	22
2020 Q3	$4.08M	Buy	36,513 +583	+2%	+$65.2K	3.39%	12
2020 Q2	$4.01M	Buy	+35,930	New	+$4.01M	3.45%	10