LifePlan Investment Advisors’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 | $647K | Buy |
9,301
+356
| +4% | +$24.8K | 0.32% | 66 |
|
|
2025
Q1 | $630K | Buy |
8,945
+880
| +11% | +$62K | 0.36% | 64 |
|
|
2024
Q4 | $552K | Buy |
8,065
+1,502
| +23% | +$103K | 0.34% | 59 |
|
|
2024
Q3 | $493K | Buy |
6,563
+1,276
| +24% | +$95.9K | 0.32% | 56 |
|
|
2024
Q2 | $372K | Buy |
5,287
+918
| +21% | +$64.5K | 0.27% | 65 |
|
|
2024
Q1 | $316K | Buy |
+4,369
| New | +$316K | 0.25% | 65 |
|