LWM
LongView Wealth Management’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 | $375K | Sell |
5,392
-991
| -16% | -$68.9K | 0.11% | 143 |
|
|
2025
Q1 | $450K | Sell |
6,383
-579
| -8% | -$40.8K | 0.13% | 127 |
|
|
2024
Q4 | $476K | Sell |
6,962
-76
| -1% | -$5.2K | 0.15% | 120 |
|
|
2024
Q3 | $529K | Buy |
7,038
+559
| +9% | +$42K | 0.17% | 106 |
|
|
2024
Q2 | $455K | Sell |
6,479
-91
| -1% | -$6.4K | 0.17% | 105 |
|
|
2024
Q1 | $475K | Buy |
6,570
+599
| +10% | +$43.3K | 0.19% | 104 |
|
|
2023
Q4 | $438K | Buy |
+5,971
| New | +$438K | 0.2% | 103 |
|