PWM
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Provident Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-31,216
Closed -$3.42M 67
2020
Q4
$3.42M Buy
31,216
+4,540
+17% +$498K 3.98% 6
2020
Q3
$2.98M Buy
26,676
+3,843
+17% +$430K 3.46% 7
2020
Q2
$2.55M Buy
+22,833
New +$2.55M 2.81% 8