OneDigital Investment Advisors’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
Q1 | – | Sell |
-3,952
| Closed | -$270K | – | 1407 |
|
|
2024
Q4 | $270K | Sell |
3,952
-334
| -8% | -$22.9K | ﹤0.01% | 1185 |
|
|
2024
Q3 | $322K | Hold |
4,286
| – | – | ﹤0.01% | 1123 |
|
|
2024
Q2 | $301K | Sell |
4,286
-4,315
| -50% | -$303K | ﹤0.01% | 1109 |
|
|
2024
Q1 | $622K | Buy |
8,601
+70
| +0.8% | +$5.06K | 0.01% | 665 |
|
|
2023
Q4 | $636K | Buy |
8,531
+2,385
| +39% | +$178K | 0.01% | 629 |
|
|
2023
Q3 | $412K | Sell |
6,146
-1,250
| -17% | -$83.8K | 0.01% | 704 |
|
|
2023
Q2 | $554K | Buy |
7,396
+150
| +2% | +$11.2K | 0.01% | 604 |
|
|
2023
Q1 | $555K | Sell |
7,246
-65
| -0.9% | -$4.98K | 0.01% | 578 |
|
|
2022
Q4 | $530K | Buy |
7,311
+111
| +2% | +$8.04K | 0.02% | 505 |
|
|
2022
Q3 | $518K | Hold |
7,200
| – | – | 0.02% | 449 |
|
|
2022
Q2 | $574K | Sell |
7,200
-600
| -8% | -$47.8K | 0.02% | 383 |
|
|
2022
Q1 | $715K | Sell |
7,800
-2,350
| -23% | -$215K | 0.03% | 349 |
|
|
2021
Q4 | $1.05M | Sell |
10,150
-851
| -8% | -$87.6K | 0.04% | 270 |
|
|
2021
Q3 | $1.13M | Sell |
11,001
-613
| -5% | -$62.7K | 0.04% | 240 |
|
|
2021
Q2 | $1.2M | Buy |
+11,614
| New | +$1.2M | 0.05% | 222 |
|
|
2019
Q3 | – | Sell |
-15
| Closed | -$1K | – | 585 |
|
|
2019
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1136 |
|