Marcum Wealth’s Vanguard Long-Term Bond ETF BLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $595K | Buy |
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|
2024
Q4 | $545K | Sell |
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|
2024
Q3 | $615K | Sell |
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|
2024
Q2 | $653K | Buy |
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|
2024
Q1 | $631K | Sell |
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|
2023
Q4 | $655K | Sell |
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|
2023
Q3 | $645K | Buy |
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|
2023
Q2 | $713K | Sell |
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|
2023
Q1 | $754K | Sell |
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|
2022
Q4 | $760K | Sell |
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|
2022
Q3 | $916K | Sell |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $1.41M | Buy |
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|
2021
Q3 | $1.3M | Sell |
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|
2021
Q2 | $1.32M | Buy |
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|
2021
Q1 | $1.25M | Buy |
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|
2020
Q4 | $1.12M | Sell |
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|
2020
Q3 | $1.16M | Sell |
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|
2020
Q2 | $1.42M | Buy |
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|
2020
Q1 | $1.35M | Buy |
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|
2019
Q4 | $1.15M | Buy |
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