Montag & Associates’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-268	Closed	-$28K	–	868
2021 Q2	$28K	Sell	268 -290	-52%	-$30.3K	﹤0.01%	621
2021 Q1	$55K	Sell	558 -702	-56%	-$69.2K	﹤0.01%	547
2020 Q4	$138K	Buy	+1,260	New	+$138K	0.01%	413