Liberty Wealth Management’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 | $4.63M | Buy |
66,521
+1,303
| +2% | +$90.6K | 0.73% | 37 |
|
|
2025
Q1 | $4.59M | Buy |
65,218
+1,911
| +3% | +$135K | 0.88% | 33 |
|
|
2024
Q4 | $4.33M | Buy |
63,307
+5,776
| +10% | +$395K | 0.72% | 35 |
|
|
2024
Q3 | $4.33M | Buy |
57,531
+4,957
| +9% | +$373K | 0.73% | 36 |
|
|
2024
Q2 | $3.68M | Buy |
52,574
+3,744
| +8% | +$262K | 0.68% | 36 |
|
|
2024
Q1 | $3.48M | Buy |
48,830
+48,812
| +271,178% | +$3.47M | 0.68% | 36 |
|
|
2023
Q4 | $2.63M | Sell |
18
-14,731
| -100% | -$2.15B | 0.56% | 39 |
|
|
2023
Q3 | $989K | Buy |
14,749
+257
| +2% | +$17.2K | 0.25% | 56 |
|
|
2023
Q2 | $1.11M | Sell |
14,492
-118
| -0.8% | -$9.01K | 0.27% | 50 |
|
|
2023
Q1 | $1.12M | Buy |
+14,610
| New | +$1.12M | 0.23% | 65 |
|
|
2021
Q4 | – | Sell |
-2,701
| Closed | -$278K | – | 280 |
|
|
2021
Q3 | $278K | Buy |
2,701
+1,324
| +96% | +$136K | 0.1% | 125 |
|
|
2021
Q2 | $142K | Buy |
1,377
+66
| +5% | +$6.81K | 0.06% | 167 |
|
|
2021
Q1 | $139K | Hold |
1,311
| – | – | 0.07% | 141 |
|
|
2020
Q4 | $139K | Buy |
1,311
+245
| +23% | +$26K | 0.07% | 140 |
|
|
2020
Q3 | $119K | Buy |
1,066
+64
| +6% | +$7.14K | 0.07% | 144 |
|
|
2020
Q2 | $112K | Sell |
1,002
-74
| -7% | -$8.27K | 0.08% | 136 |
|
|
2020
Q1 | $115K | Buy |
1,076
+14
| +1% | +$1.5K | 0.1% | 125 |
|
|
2019
Q4 | $107K | Sell |
1,062
-59
| -5% | -$5.94K | 0.08% | 153 |
|
|
2019
Q3 | $115K | Buy |
1,121
+15
| +1% | +$1.54K | 0.11% | 133 |
|
|
2019
Q2 | $107K | Sell |
1,106
-54
| -5% | -$5.22K | 0.09% | 157 |
|
|
2019
Q1 | $106K | Sell |
1,160
-104
| -8% | -$9.5K | 0.08% | 133 |
|
|
2018
Q4 | $110K | Buy |
+1,264
| New | +$110K | 0.08% | 120 |
|