Platt Investment Counsel’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 | $9.22M | Buy |
132,612
+42,464
| +47% | +$2.95M | 8.76% | 5 |
|
|
2025
Q1 | $6.35M | Buy |
+90,148
| New | +$6.35M | 6.26% | 6 |
|
|
2021
Q4 | – | Sell |
-2,160
| Closed | -$221K | – | 16 |
|
|
2021
Q3 | $221K | Hold |
2,160
| – | – | 0.2% | 15 |
|
|
2021
Q2 | $223K | Hold |
2,160
| – | – | 0.19% | 15 |
|
|
2021
Q1 | $212K | Hold |
2,160
| – | – | 0.19% | 14 |
|
|
2020
Q4 | $237K | Buy |
+2,160
| New | +$237K | 0.22% | 13 |
|