OWA
Outlook 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 | $632K | Hold |
9,093
| – | – | 0.16% | 124 |
|
|
2025
Q1 | $640K | Buy |
9,093
+52
| +0.6% | +$3.66K | 0.18% | 114 |
|
|
2024
Q4 | $619K | Buy |
9,041
+94
| +1% | +$6.43K | 0.18% | 116 |
|
|
2024
Q3 | $673K | Buy |
8,947
+162
| +2% | +$12.2K | 0.19% | 107 |
|
|
2024
Q2 | $921K | Hold |
8,785
| – | – | 0.29% | 69 |
|
|
2024
Q1 | $635K | Buy |
+8,785
| New | +$635K | 0.2% | 113 |
|
|
2022
Q2 | – | Sell |
-3,229
| Closed | -$296K | – | 190 |
|
|
2022
Q1 | $296K | Buy |
3,229
+68
| +2% | +$6.23K | 0.1% | 162 |
|
|
2021
Q4 | $325K | Sell |
3,161
-2,759
| -47% | -$284K | 0.1% | 162 |
|
|
2021
Q3 | $606K | Sell |
5,920
-222
| -4% | -$22.7K | 0.2% | 122 |
|
|
2021
Q2 | $633K | Buy |
6,142
+161
| +3% | +$16.6K | 0.2% | 129 |
|
|
2021
Q1 | $587K | Sell |
5,981
-4,988
| -45% | -$490K | 0.2% | 124 |
|
|
2020
Q4 | $1.2M | Sell |
10,969
-4,822
| -31% | -$529K | 0.44% | 61 |
|
|
2020
Q3 | $1.77M | Sell |
15,791
-149
| -0.9% | -$16.7K | 0.7% | 31 |
|
|
2020
Q2 | $1.78M | Buy |
15,940
+5,404
| +51% | +$603K | 0.75% | 35 |
|
|
2020
Q1 | $1.12M | Buy |
+10,536
| New | +$1.12M | 0.63% | 42 |
|