MGIA
Moneta Group Investment Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,705
| Closed | -$351K | – | 612 |
|
|
2023
Q4 | $351K | Sell |
4,705
-656
| -12% | -$48.9K | 0.01% | 406 |
|
|
2023
Q3 | $360K | Buy |
5,361
+615
| +13% | +$41.2K | 0.01% | 375 |
|
|
2023
Q2 | $356K | Buy |
4,746
+61
| +1% | +$4.57K | 0.01% | 396 |
|
|
2023
Q1 | $359K | Sell |
4,685
-195
| -4% | -$14.9K | 0.01% | 380 |
|
|
2022
Q4 | $378K | Buy |
4,880
+57
| +1% | +$4.42K | 0.01% | 336 |
|
|
2022
Q3 | $347K | Sell |
4,823
-295
| -6% | -$21.2K | 0.01% | 323 |
|
|
2022
Q2 | $408K | Sell |
5,118
-139
| -3% | -$11.1K | 0.01% | 328 |
|
|
2022
Q1 | $482K | Sell |
5,257
-126
| -2% | -$11.6K | 0.02% | 296 |
|
|
2021
Q4 | $554K | Buy |
5,383
+135
| +3% | +$13.9K | 0.02% | 283 |
|
|
2021
Q3 | $537K | Buy |
5,248
+570
| +12% | +$58.3K | 0.02% | 269 |
|
|
2021
Q2 | $482K | Sell |
4,678
-651
| -12% | -$67.1K | 0.02% | 289 |
|
|
2021
Q1 | $523K | Buy |
5,329
+1,133
| +27% | +$111K | 0.03% | 258 |
|
|
2020
Q4 | $460K | Buy |
4,196
+1,156
| +38% | +$127K | 0.03% | 204 |
|
|
2020
Q3 | $340K | Sell |
3,040
-86
| -3% | -$9.62K | 0.03% | 211 |
|
|
2020
Q2 | $349K | Buy |
3,126
+53
| +2% | +$5.92K | 0.03% | 198 |
|
|
2020
Q1 | $328K | Sell |
3,073
-804
| -21% | -$85.8K | 0.03% | 193 |
|
|
2019
Q4 | $389K | Sell |
3,877
-77
| -2% | -$7.73K | 0.03% | 188 |
|
|
2019
Q3 | $406K | Sell |
3,954
-2,547
| -39% | -$262K | 0.04% | 181 |
|
|
2019
Q2 | $631K | Buy |
6,501
+1,975
| +44% | +$192K | 0.06% | 146 |
|
|
2019
Q1 | $417K | Buy |
+4,526
| New | +$417K | 0.04% | 155 |
|
|
2018
Q2 | – | Sell |
-476
| Closed | -$43K | – | 414 |
|
|
2018
Q1 | $43K | Buy |
476
+405
| +570% | +$36.6K | 0.01% | 329 |
|
|
2017
Q4 | $7K | Buy |
+71
| New | +$7K | ﹤0.01% | 352 |
|