LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $13K | Hold |
112
| – | – | 0.01% | 383 |
|
|
2020
Q2 | $13K | Sell |
112
-14
| -11% | -$1.63K | 0.01% | 385 |
|
|
2020
Q1 | $13K | Sell |
126
-2
| -2% | -$206 | 0.01% | 365 |
|
|
2019
Q4 | $13K | Buy |
128
+1
| +0.8% | +$102 | 0.01% | 393 |
|
|
2019
Q3 | $13K | Hold |
127
| – | – | 0.01% | 390 |
|
|
2019
Q2 | $12K | Buy |
127
+1
| +0.8% | +$94 | 0.01% | 387 |
|
|
2019
Q1 | $12K | Hold |
126
| – | – | 0.01% | 388 |
|
|
2018
Q4 | $11K | Sell |
126
-116
| -48% | -$10.1K | 0.01% | 372 |
|
|
2018
Q3 | $21K | Buy |
242
+33
| +16% | +$2.86K | 0.01% | 332 |
|
|
2018
Q2 | $18K | Buy |
209
+82
| +65% | +$7.06K | 0.01% | 339 |
|
|
2018
Q1 | $12K | Buy |
+127
| New | +$12K | 0.01% | 352 |
|
|
2015
Q3 | – | Sell |
-7,806
| Closed | -$684K | – | 88 |
|
|
2015
Q2 | $684K | Sell |
7,806
-50,300
| -87% | -$4.41M | 0.46% | 53 |
|
|
2015
Q1 | $5.6M | Sell |
58,106
-1,777
| -3% | -$171K | 3.72% | 11 |
|
|
2014
Q4 | $5.65M | Buy |
59,883
+6,125
| +11% | +$577K | 3.74% | 8 |
|
|
2014
Q3 | $4.85M | Buy |
+53,758
| New | +$4.85M | 4.11% | 8 |
|