Level Financial Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.56M Buy
2025
Q2
$3.25M Buy
2025
Q1
$3.01M Buy
2024
Q4
$1.28M Buy
2024
Q3
$782K Buy
2024
Q2
$436K Buy
2024
Q1
Sell
2023
Q4
$117K Sell
2023
Q3
$148K Buy
2023
Q2
$163K Buy
2023
Q1
$166K Sell
2022
Q4
$168K Buy
2022
Q3
$160K Sell
2022
Q2
$216K Buy
2022
Q1
$183K Buy
2021
Q4
$144K Buy