Neumann Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,650
| Closed | -$327K | – | 101 |
|
|
2025
Q1 | $327K | Hold |
4,650
| – | – | 0.11% | 91 |
|
|
2024
Q4 | $318K | Hold |
4,650
| – | – | 0.11% | 91 |
|
|
2024
Q3 | $350K | Buy |
+4,650
| New | +$350K | 0.12% | 89 |
|
|
2024
Q2 | – | Sell |
-4,100
| Closed | -$297K | – | 99 |
|
|
2024
Q1 | $297K | Hold |
4,100
| – | – | 0.11% | 88 |
|
|
2023
Q4 | $306K | Hold |
4,100
| – | – | 0.12% | 85 |
|
|
2023
Q3 | $275K | Hold |
4,100
| – | – | 0.12% | 82 |
|
|
2023
Q2 | $307K | Buy |
4,100
+450
| +12% | +$33.7K | 0.13% | 81 |
|
|
2023
Q1 | $280K | Hold |
3,650
| – | – | 0.12% | 82 |
|
|
2022
Q4 | $264K | Buy |
3,650
+650
| +22% | +$47.1K | 0.12% | 82 |
|
|
2022
Q3 | $216K | Buy |
+3,000
| New | +$216K | 0.11% | 86 |
|