OIA
Optimum Investment 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 | $151K | Sell |
2,177
-1,480
| -40% | -$103K | 0.07% | 206 |
|
|
2025
Q1 | $258K | Buy |
3,657
+1,650
| +82% | +$116K | 0.12% | 147 |
|
|
2024
Q4 | $137K | Sell |
2,007
-137
| -6% | -$9.38K | 0.06% | 217 |
|
|
2024
Q3 | $161K | Buy |
2,144
+288
| +16% | +$21.7K | 0.07% | 210 |
|
|
2024
Q2 | $130K | Buy |
1,856
+227
| +14% | +$16K | 0.06% | 232 |
|
|
2024
Q1 | $118K | Buy |
1,629
+239
| +17% | +$17.3K | 0.05% | 252 |
|
|
2023
Q4 | $104K | Buy |
1,390
+15
| +1% | +$1.12K | 0.05% | 256 |
|
|
2023
Q3 | $92.2K | Sell |
1,375
-57
| -4% | -$3.82K | 0.05% | 277 |
|
|
2023
Q2 | $107K | Buy |
1,432
+62
| +5% | +$4.65K | 0.05% | 263 |
|
|
2023
Q1 | $105K | Buy |
1,370
+37
| +3% | +$2.84K | 0.06% | 261 |
|
|
2022
Q4 | $96.6K | Sell |
1,333
-581
| -30% | -$42.1K | 0.05% | 269 |
|
|
2022
Q3 | $138K | Buy |
1,914
+39
| +2% | +$2.81K | 0.07% | 226 |
|
|
2022
Q2 | $149K | Buy |
1,875
+86
| +5% | +$6.83K | 0.07% | 227 |
|
|
2022
Q1 | $164K | Sell |
1,789
-624
| -26% | -$57.2K | 0.07% | 237 |
|
|
2021
Q4 | $248K | Buy |
2,413
+64
| +3% | +$6.58K | 0.1% | 191 |
|
|
2021
Q3 | $240K | Sell |
2,349
-553
| -19% | -$56.5K | 0.1% | 192 |
|
|
2021
Q2 | $299K | Sell |
2,902
-2,239
| -44% | -$231K | 0.09% | 199 |
|
|
2021
Q1 | $505K | Buy |
5,141
+2,033
| +65% | +$200K | 0.15% | 146 |
|
|
2020
Q4 | $341K | Sell |
3,108
-476
| -13% | -$52.2K | 0.1% | 179 |
|
|
2020
Q3 | $401K | Buy |
3,584
+32
| +0.9% | +$3.58K | 0.13% | 140 |
|
|
2020
Q2 | $397K | Buy |
3,552
+129
| +4% | +$14.4K | 0.14% | 150 |
|
|
2020
Q1 | $365K | Buy |
3,423
+68
| +2% | +$7.25K | 0.15% | 147 |
|
|
2019
Q4 | $337K | Buy |
3,355
+189
| +6% | +$19K | 0.1% | 202 |
|
|
2019
Q3 | $325K | Buy |
3,166
+81
| +3% | +$8.32K | 0.1% | 201 |
|
|
2019
Q2 | $299K | Buy |
3,085
+16
| +0.5% | +$1.55K | 0.1% | 211 |
|
|
2019
Q1 | $283K | Buy |
3,069
+46
| +2% | +$4.24K | 0.09% | 221 |
|
|
2018
Q4 | $265K | Buy |
3,023
+122
| +4% | +$10.7K | 0.09% | 208 |
|
|
2018
Q3 | $254K | Sell |
2,901
-220
| -7% | -$19.3K | 0.07% | 260 |
|
|
2018
Q2 | $277K | Buy |
3,121
+736
| +31% | +$65.3K | 0.08% | 245 |
|
|
2018
Q1 | $217K | Sell |
2,385
-373
| -14% | -$33.9K | 0.06% | 275 |
|
|
2017
Q4 | $262K | Buy |
+2,758
| New | +$262K | 0.08% | 255 |
|