MWM
Maripau 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 | $433K | Buy |
6,226
+472
| +8% | +$32.8K | 0.22% | 94 |
|
|
2025
Q1 | $405K | Sell |
5,754
-723
| -11% | -$50.9K | 0.23% | 91 |
|
|
2024
Q4 | $443K | Buy |
+6,477
| New | +$443K | 0.26% | 80 |
|
|
2024
Q3 | – | Sell |
-8,346
| Closed | -$587K | – | 60 |
|
|
2024
Q2 | $587K | Sell |
8,346
-598
| -7% | -$42K | 0.4% | 60 |
|
|
2024
Q1 | $647K | Buy |
8,944
+341
| +4% | +$24.7K | 0.49% | 50 |
|
|
2023
Q4 | $642K | Sell |
8,603
-332
| -4% | -$24.8K | 0.56% | 41 |
|
|
2023
Q3 | $599K | Buy |
8,935
+11
| +0.1% | +$738 | 0.55% | 45 |
|
|
2023
Q2 | $669K | Sell |
8,924
-369
| -4% | -$27.6K | 0.6% | 39 |
|
|
2023
Q1 | $712K | Buy |
9,293
+189
| +2% | +$14.5K | 0.74% | 34 |
|
|
2022
Q4 | $711K | Sell |
9,104
-38
| -0.4% | -$2.97K | 0.74% | 35 |
|
|
2022
Q3 | $631K | Buy |
9,142
+1,506
| +20% | +$104K | 0.68% | 39 |
|
|
2022
Q2 | $638K | Sell |
7,636
-649
| -8% | -$54.2K | 0.69% | 34 |
|
|
2022
Q1 | $687K | Buy |
8,285
+336
| +4% | +$27.9K | 0.62% | 37 |
|
|
2021
Q4 | $751K | Buy |
+7,949
| New | +$751K | 0.71% | 32 |
|