LFA
Level Financial Advisors’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 | $3.25M | Buy |
46,773
+3,981
| +9% | +$277K | 1.01% | 25 |
|
|
2025
Q1 | $3.01M | Buy |
42,792
+24,073
| +129% | +$1.7M | 1.02% | 24 |
|
|
2024
Q4 | $1.28M | Buy |
18,719
+8,310
| +80% | +$569K | 0.47% | 37 |
|
|
2024
Q3 | $782K | Buy |
10,409
+4,212
| +68% | +$317K | 0.3% | 43 |
|
|
2024
Q2 | $436K | Buy |
+6,197
| New | +$436K | 0.19% | 50 |
|
|
2024
Q1 | – | Sell |
-1,571
| Closed | -$117K | – | 98 |
|
|
2023
Q4 | $117K | Sell |
1,571
-635
| -29% | -$47.4K | 0.06% | 79 |
|
|
2023
Q3 | $148K | Buy |
2,206
+28
| +1% | +$1.88K | 0.08% | 66 |
|
|
2023
Q2 | $163K | Buy |
2,178
+8
| +0.4% | +$599 | 0.09% | 64 |
|
|
2023
Q1 | $166K | Sell |
2,170
-143
| -6% | -$11K | 0.1% | 54 |
|
|
2022
Q4 | $168K | Buy |
2,313
+91
| +4% | +$6.61K | 0.11% | 52 |
|
|
2022
Q3 | $160K | Sell |
2,222
-487
| -18% | -$35.1K | 0.12% | 56 |
|
|
2022
Q2 | $216K | Buy |
2,709
+716
| +36% | +$57.1K | 0.16% | 47 |
|
|
2022
Q1 | $183K | Buy |
1,993
+591
| +42% | +$54.3K | 0.14% | 45 |
|
|
2021
Q4 | $144K | Buy |
+1,402
| New | +$144K | 0.11% | 52 |
|