PFM
Phillips Financial Management’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 | $14.3K | Sell |
205
-364
| -64% | -$25.3K | ﹤0.01% | 251 |
|
|
2025
Q1 | $40.1K | Buy |
569
+364
| +178% | +$25.6K | ﹤0.01% | 222 |
|
|
2024
Q4 | $14K | Sell |
205
-211
| -51% | -$14.4K | ﹤0.01% | 239 |
|
|
2024
Q3 | $31.3K | Hold |
416
| – | – | ﹤0.01% | 227 |
|
|
2024
Q2 | $29.2K | Hold |
416
| – | – | ﹤0.01% | 226 |
|
|
2024
Q1 | $30.1K | Buy |
416
+90
| +28% | +$6.51K | ﹤0.01% | 216 |
|
|
2023
Q4 | $24.3K | Sell |
326
-250
| -43% | -$18.6K | ﹤0.01% | 208 |
|
|
2023
Q3 | $38.6K | Hold |
576
| – | – | ﹤0.01% | 198 |
|
|
2023
Q2 | $43.2K | Hold |
576
| – | – | ﹤0.01% | 193 |
|
|
2023
Q1 | $44.1K | Hold |
576
| – | – | ﹤0.01% | 195 |
|
|
2022
Q4 | $41.7K | Buy |
576
+250
| +77% | +$18.1K | ﹤0.01% | 184 |
|
|
2022
Q3 | $23K | Buy |
+326
| New | +$23K | ﹤0.01% | 186 |
|
|
2022
Q2 | – | Sell |
-7,861
| Closed | -$721K | – | 110 |
|
|
2022
Q1 | $721K | Buy |
+7,861
| New | +$721K | 0.07% | 97 |
|
|
2020
Q3 | – | Sell |
-11,255
| Closed | -$1.26M | – | 85 |
|
|
2020
Q2 | $1.26M | Sell |
11,255
-264
| -2% | -$29.5K | 0.21% | 64 |
|
|
2020
Q1 | $1.21M | Hold |
11,519
| – | – | 0.24% | 57 |
|
|
2019
Q4 | $1.16M | Sell |
11,519
-12
| -0.1% | -$1.2K | 0.19% | 62 |
|
|
2019
Q3 | $1.18M | Hold |
11,531
| – | – | 0.21% | 58 |
|
|
2019
Q2 | $1.12M | Sell |
11,531
-2,741
| -19% | -$266K | 0.2% | 61 |
|
|
2019
Q1 | $1.3M | Hold |
14,272
| – | – | 0.25% | 58 |
|
|
2018
Q4 | $1.25M | Hold |
14,272
| – | – | 0.27% | 56 |
|
|
2018
Q3 | $1.24M | Hold |
14,272
| – | – | 0.25% | 52 |
|
|
2018
Q2 | $1.26M | Hold |
14,272
| – | – | 0.27% | 48 |
|
|
2018
Q1 | $1.29M | Hold |
14,272
| – | – | 0.28% | 47 |
|
|
2017
Q4 | $1.35M | Sell |
14,272
-99
| -0.7% | -$9.34K | 0.28% | 48 |
|
|
2017
Q3 | $1.35M | Hold |
14,371
| – | – | 0.3% | 46 |
|
|
2017
Q2 | $1.33M | Hold |
14,371
| – | – | 0.3% | 45 |
|
|
2017
Q1 | $1.32M | Hold |
14,371
| – | – | 0.32% | 46 |
|
|
2016
Q4 | $1.31M | Sell |
14,371
-29
| -0.2% | -$2.63K | 0.33% | 45 |
|
|
2016
Q3 | $1.38M | Hold |
14,400
| – | – | 0.37% | 44 |
|
|
2016
Q2 | $1.43M | Buy |
14,400
+211
| +1% | +$20.9K | 0.38% | 42 |
|
|
2016
Q1 | $1.32M | Hold |
14,189
| – | – | 0.37% | 43 |
|
|
2015
Q4 | $1.26M | Hold |
14,189
| – | – | 0.38% | 42 |
|
|
2015
Q3 | $1.27M | Hold |
14,189
| – | – | 0.37% | 43 |
|
|
2015
Q2 | $1.25M | Hold |
14,189
| – | – | 0.34% | 44 |
|
|
2015
Q1 | $1.37M | Hold |
14,189
| – | – | 0.37% | 43 |
|
|
2014
Q4 | $1.38M | Sell |
14,189
-235
| -2% | -$22.8K | 0.39% | 43 |
|
|
2014
Q3 | $1.33M | Buy |
+14,424
| New | +$1.33M | 0.4% | 43 |
|