MI
Moneywise Inc’s Vanguard Long-Term Bond ETF BLV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-38,153
| Closed | -$3.47M | – | 43 |
|
2019
Q1 | $3.47M | Buy |
+38,153
| New | +$3.47M | 2.97% | 14 |
|
2018
Q4 | – | Sell |
-4,296
| Closed | -$376K | – | 37 |
|
2018
Q3 | $376K | Sell |
4,296
-22,287
| -84% | -$1.95M | 0.32% | 26 |
|
2018
Q2 | $2.36M | Sell |
26,583
-12,451
| -32% | -$1.1M | 2.02% | 16 |
|
2018
Q1 | $3.55M | Buy |
39,034
+26,629
| +215% | +$2.42M | 2.95% | 14 |
|
2017
Q4 | $1.18M | Buy |
12,405
+9,335
| +304% | +$887K | 0.88% | 18 |
|
2017
Q3 | $288K | Buy |
3,070
+216
| +8% | +$20.3K | 0.23% | 28 |
|
2017
Q2 | $266K | Buy |
2,854
+233
| +9% | +$21.7K | 0.23% | 31 |
|
2017
Q1 | $236K | Buy |
2,621
+259
| +11% | +$23.3K | 0.21% | 32 |
|
2016
Q4 | $210K | Sell |
2,362
-29
| -1% | -$2.58K | 0.21% | 32 |
|
2016
Q3 | $236K | Buy |
+2,391
| New | +$236K | 0.25% | 30 |
|