Marcum Wealth’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
Q1 | $595K | Buy |
8,452
+488
| +6% | +$34.4K | 0.05% | 173 |
|
|
2024
Q4 | $545K | Sell |
7,964
-217
| -3% | -$14.8K | 0.05% | 181 |
|
|
2024
Q3 | $615K | Sell |
8,181
-1,109
| -12% | -$83.4K | 0.06% | 166 |
|
|
2024
Q2 | $653K | Buy |
9,290
+570
| +7% | +$40.1K | 0.07% | 151 |
|
|
2024
Q1 | $631K | Sell |
8,720
-65
| -0.7% | -$4.7K | 0.06% | 154 |
|
|
2023
Q4 | $655K | Sell |
8,785
-831
| -9% | -$62K | 0.07% | 140 |
|
|
2023
Q3 | $645K | Buy |
9,616
+99
| +1% | +$6.64K | 0.08% | 138 |
|
|
2023
Q2 | $713K | Sell |
9,517
-323
| -3% | -$24.2K | 0.08% | 127 |
|
|
2023
Q1 | $754K | Sell |
9,840
-653
| -6% | -$50K | 0.09% | 125 |
|
|
2022
Q4 | $760K | Sell |
10,493
-2,239
| -18% | -$162K | 0.1% | 121 |
|
|
2022
Q3 | $916K | Sell |
12,732
-767
| -6% | -$55.2K | 0.14% | 86 |
|
|
2022
Q2 | $1.08M | Sell |
13,499
-323
| -2% | -$25.7K | 0.16% | 83 |
|
|
2022
Q1 | $1.27M | Buy |
13,822
+129
| +0.9% | +$11.8K | 0.17% | 77 |
|
|
2021
Q4 | $1.41M | Buy |
13,693
+948
| +7% | +$97.5K | 0.2% | 75 |
|
|
2021
Q3 | $1.3M | Sell |
12,745
-75
| -0.6% | -$7.67K | 0.2% | 71 |
|
|
2021
Q2 | $1.32M | Buy |
12,820
+111
| +0.9% | +$11.4K | 0.21% | 63 |
|
|
2021
Q1 | $1.25M | Buy |
12,709
+2,490
| +24% | +$244K | 0.21% | 68 |
|
|
2020
Q4 | $1.12M | Sell |
10,219
-184
| -2% | -$20.2K | 0.26% | 33 |
|
|
2020
Q3 | $1.16M | Sell |
10,403
-2,346
| -18% | -$262K | 0.36% | 37 |
|
|
2020
Q2 | $1.42M | Buy |
12,749
+99
| +0.8% | +$11.1K | 0.44% | 34 |
|
|
2020
Q1 | $1.35M | Buy |
12,650
+1,241
| +11% | +$132K | 0.52% | 22 |
|
|
2019
Q4 | $1.15M | Buy |
+11,409
| New | +$1.15M | 0.43% | 26 |
|