LRWA
Long Run Wealth 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 | $308K | Buy |
4,426
+201
| +5% | +$14K | 0.06% | 88 |
|
|
2025
Q1 | $298K | Buy |
4,225
+50
| +1% | +$3.52K | 0.07% | 88 |
|
|
2024
Q4 | $286K | Buy |
4,175
+740
| +22% | +$50.6K | 0.07% | 86 |
|
|
2024
Q3 | $258K | Buy |
3,435
+417
| +14% | +$31.3K | 0.06% | 90 |
|
|
2024
Q2 | $212K | Buy |
3,018
+37
| +1% | +$2.6K | 0.05% | 97 |
|
|
2024
Q1 | $216K | Buy |
2,981
+164
| +6% | +$11.9K | 0.06% | 93 |
|
|
2023
Q4 | $210K | Buy |
+2,817
| New | +$210K | 0.06% | 90 |
|
|
2023
Q3 | – | Sell |
-2,736
| Closed | -$205K | – | 83 |
|
|
2023
Q2 | $205K | Buy |
+2,736
| New | +$205K | 0.07% | 93 |
|