Madrona Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-48,979
| Closed | -$3.68M | – | 112 |
|
|
2024
Q3 | $3.68M | Sell |
48,979
-51,049
| -51% | -$3.84M | 1.02% | 27 |
|
|
2024
Q2 | $7.03M | Buy |
100,028
+10,050
| +11% | +$706K | 2.16% | 13 |
|
|
2024
Q1 | $6.51M | Buy |
89,978
+25,458
| +39% | +$1.84M | 2.27% | 11 |
|
|
2023
Q4 | $4.81M | Buy |
64,520
+36,953
| +134% | +$2.76M | 1.9% | 14 |
|
|
2023
Q3 | $1.85M | Buy |
27,567
+20,906
| +314% | +$1.4M | 0.84% | 25 |
|
|
2023
Q2 | $499K | Buy |
+6,661
| New | +$499K | 0.24% | 56 |
|