LWM
Luminvest 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 | $596K | Buy |
8,569
+100
| +1% | +$6.96K | 0.21% | 26 |
|
|
2025
Q1 | $596K | Buy |
8,469
+62
| +0.7% | +$4.37K | 0.25% | 24 |
|
|
2024
Q4 | $575K | Buy |
8,407
+105
| +1% | +$7.19K | 0.23% | 25 |
|
|
2024
Q3 | $624K | Buy |
8,302
+270
| +3% | +$20.3K | 0.26% | 25 |
|
|
2024
Q2 | $594K | Buy |
8,032
+32
| +0.4% | +$2.37K | 0.28% | 23 |
|
|
2024
Q1 | $592K | Buy |
8,000
+2
| +0% | +$148 | 0.37% | 16 |
|
|
2023
Q4 | $589K | Buy |
+7,998
| New | +$589K | 0.39% | 17 |
|