MWM
Meridian 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-2,657
| Closed | -$212K | – | 502 |
|
2022
Q2 | $212K | Buy |
+2,657
| New | +$212K | 0.02% | 504 |
|
2022
Q1 | – | Sell |
-2,294
| Closed | -$237K | – | 403 |
|
2021
Q4 | $237K | Buy |
+2,294
| New | +$237K | 0.03% | 360 |
|
2019
Q3 | – | Sell |
-1,121
| Closed | -$1.09K | – | 227 |
|
2019
Q2 | $1.09K | Buy |
+1,121
| New | +$1.09K | 0.04% | 266 |
|