Pacific Financial Group’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
Q2 | $422K | Buy |
6,068
+1,732
| +40% | +$120K | 0.33% | 49 |
|
|
2025
Q1 | $305K | Buy |
4,336
+861
| +25% | +$60.6K | 0.25% | 50 |
|
|
2024
Q4 | $238K | Buy |
3,475
+113
| +3% | +$7.73K | 0.18% | 54 |
|
|
2024
Q3 | $253K | Sell |
3,362
-67
| -2% | -$5.04K | 0.19% | 53 |
|
|
2024
Q2 | $241K | Buy |
3,429
+6
| +0.2% | +$422 | 0.17% | 56 |
|
|
2024
Q1 | $248K | Buy |
3,423
+149
| +5% | +$10.8K | 0.17% | 55 |
|
|
2023
Q4 | $244K | Buy |
3,274
+9
| +0.3% | +$671 | 0.18% | 55 |
|
|
2023
Q3 | $219K | Buy |
3,265
+245
| +8% | +$16.4K | 0.14% | 57 |
|
|
2023
Q2 | $226K | Sell |
3,020
-12
| -0.4% | -$899 | 0.15% | 55 |
|
|
2023
Q1 | $232K | Buy |
+3,032
| New | +$232K | 0.18% | 51 |
|
|
2022
Q3 | – | Sell |
-2,899
| Closed | -$231K | – | 52 |
|
|
2022
Q2 | $231K | Buy |
2,899
+181
| +7% | +$14.4K | 0.17% | 57 |
|
|
2022
Q1 | $249K | Sell |
2,718
-18
| -0.7% | -$1.65K | 0.16% | 58 |
|
|
2021
Q4 | $274K | Buy |
2,736
+436
| +19% | +$43.7K | 0.18% | 60 |
|
|
2021
Q3 | $235K | Buy |
2,300
+55
| +2% | +$5.62K | 0.17% | 63 |
|
|
2021
Q2 | $231K | Sell |
2,245
-1,080
| -32% | -$111K | 0.16% | 64 |
|
|
2021
Q1 | $326K | Buy |
3,325
+104
| +3% | +$10.2K | 0.26% | 52 |
|
|
2020
Q4 | $353K | Sell |
3,221
-13,748
| -81% | -$1.51M | 0.31% | 47 |
|
|
2020
Q3 | $1.9M | Buy |
16,969
+3,529
| +26% | +$395K | 1.49% | 22 |
|
|
2020
Q2 | $1.43M | Sell |
13,440
-374
| -3% | -$39.9K | 1.49% | 22 |
|
|
2020
Q1 | $1.47M | Buy |
13,814
+1,053
| +8% | +$112K | 1.52% | 22 |
|
|
2019
Q4 | $1.28M | Buy |
+12,761
| New | +$1.28M | 0.13% | 55 |
|