OHWA
Oak Hill Wealth 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 | $4.44M | Buy |
65,195
+6,014
| +10% | +$409K | 0.92% | 24 |
|
|
2025
Q1 | $4.17M | Buy |
59,181
+6,338
| +12% | +$446K | 0.97% | 24 |
|
|
2024
Q4 | $3.62M | Buy |
+52,843
| New | +$3.62M | 0.86% | 24 |
|
|
2024
Q3 | – | Sell |
-2,906
| Closed | -$204K | – | 20 |
|
|
2024
Q2 | $204K | Buy |
+2,906
| New | +$204K | 0.06% | 111 |
|