Outlook Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$648K Buy
2025
Q2
$632K Hold
2025
Q1
$640K Buy
2024
Q4
$619K Buy
2024
Q3
$673K Buy
2024
Q2
$921K Hold
2024
Q1
$635K Buy
2022
Q2
Sell
2022
Q1
$296K Buy
2021
Q4
$325K Sell
2021
Q3
$606K Sell
2021
Q2
$633K Buy
2021
Q1
$587K Sell
2020
Q4
$1.2M Sell
2020
Q3
$1.77M Sell
2020
Q2
$1.78M Buy
2020
Q1
$1.12M Buy