Patten 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,927
| Closed | -$276K | – | 245 |
|
|
2024
Q2 | $276K | Sell |
3,927
-1,455
| -27% | -$102K | 0.07% | 227 |
|
|
2024
Q1 | $389K | Sell |
5,382
-4,004
| -43% | -$290K | 0.1% | 190 |
|
|
2023
Q4 | $700K | Sell |
9,386
-6,162
| -40% | -$460K | 0.19% | 138 |
|
|
2023
Q3 | $1.04M | Buy |
+15,548
| New | +$1.04M | 0.31% | 99 |
|
|
2019
Q1 | – | Sell |
-30
| Closed | -$3K | – | 231 |
|
|
2018
Q4 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 505 |
|