Mutual Advisors’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	$5.1M	Buy	74,397 +9,950	+15%	+$682K	0.13%	166
2025 Q1	$4.46M	Buy	64,447 +944	+1%	+$65.3K	0.13%	165
2024 Q4	$4.33M	Sell	63,503 -5,288	-8%	-$361K	0.13%	160
2024 Q3	$4.93M	Buy	68,791 +2,640	+4%	+$189K	0.14%	136
2024 Q2	$4.74M	Buy	66,151 +12,724	+24%	+$911K	0.14%	145
2024 Q1	$3.86M	Buy	53,427 +6,123	+13%	+$443K	0.12%	157
2023 Q4	$3.53M	Sell	47,304 -43,193	-48%	-$3.22M	0.12%	170
2023 Q3	$6.07M	Buy	90,497 +23,572	+35%	+$1.58M	0.24%	82
2023 Q2	$5.01M	Buy	66,925 +21,990	+49%	+$1.65M	0.19%	107
2023 Q1	$3.44M	Sell	44,935 -3,468	-7%	-$266K	0.14%	153
2022 Q4	$3.51M	Buy	48,403 +5,022	+12%	+$364K	0.16%	140
2022 Q3	$3.12M	Buy	43,381 +27,141	+167%	+$1.95M	0.16%	127
2022 Q2	$1.3M	Buy	16,240 +859	+6%	+$68.5K	0.09%	275
2022 Q1	$1.41M	Buy	15,381 +2,248	+17%	+$206K	0.08%	275
2021 Q4	$1.35M	Sell	13,133 -811	-6%	-$83.5K	0.07%	305
2021 Q3	$1.43M	Buy	13,944 +491	+4%	+$50.2K	0.08%	282
2021 Q2	$1.39M	Buy	13,453 +1,205	+10%	+$124K	0.08%	288
2021 Q1	$1.2M	Sell	12,248 -6,693	-35%	-$657K	0.08%	290
2020 Q4	$2.08M	Sell	18,941 -33,563	-64%	-$3.68M	0.15%	158
2020 Q3	$5.87M	Buy	52,504 +11,000	+27%	+$1.23M	0.51%	37
2020 Q2	$4.63M	Buy	41,504 +29,084	+234%	+$3.25M	0.46%	45
2020 Q1	$1.33M	Buy	+12,420	New	+$1.33M	0.18%	148
2019 Q4	–	Sell	-2,658	Closed	-$273K	–	597
2019 Q3	$273K	Buy	+2,658	New	+$273K	0.04%	443
2019 Q2	–	Sell	-2,221	Closed	-$205K	–	568
2019 Q1	$205K	Buy	+2,221	New	+$205K	0.03%	446