Leeward Financial Partners’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 | $5.05M | Sell |
72,573
-7,319
| -9% | -$509K | 1.6% | 22 |
|
|
2025
Q1 | $5.63M | Buy |
79,892
+8,219
| +11% | +$579K | 2.1% | 13 |
|
|
2024
Q4 | $4.9M | Buy |
71,673
+6,917
| +11% | +$473K | 1.75% | 18 |
|
|
2024
Q3 | $4.87M | Buy |
64,756
+990
| +2% | +$74.4K | 1.84% | 17 |
|
|
2024
Q2 | $4.48M | Buy |
63,766
+1,285
| +2% | +$90.3K | 1.82% | 18 |
|
|
2024
Q1 | $4.52M | Buy |
62,481
+4,852
| +8% | +$351K | 1.91% | 18 |
|
|
2023
Q4 | $4.3M | Buy |
57,629
+5,810
| +11% | +$433K | 2.08% | 14 |
|
|
2023
Q3 | $3.47M | Buy |
51,819
+18,547
| +56% | +$1.24M | 1.92% | 14 |
|
|
2023
Q2 | $2.49M | Buy |
+33,272
| New | +$2.49M | 1.43% | 26 |
|