PMA
Prudent Man Advisors’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 | $769K | Buy |
11,065
+700
| +7% | +$48.7K | 0.24% | 94 |
|
|
2025
Q1 | $730K | Sell |
10,365
-449
| -4% | -$31.6K | 0.27% | 87 |
|
|
2024
Q4 | $740K | Buy |
10,814
+2,147
| +25% | +$147K | 0.27% | 81 |
|
|
2024
Q3 | $651K | Hold |
8,667
| – | – | 0.22% | 114 |
|
|
2024
Q2 | $609K | Hold |
8,667
| – | – | 0.22% | 105 |
|
|
2024
Q1 | $627K | Sell |
8,667
-10,368
| -54% | -$750K | 0.24% | 102 |
|
|
2023
Q4 | $1.42M | Buy |
19,035
+3,845
| +25% | +$287K | 0.53% | 35 |
|
|
2023
Q3 | $1.02M | Buy |
15,190
+250
| +2% | +$16.8K | 0.4% | 57 |
|
|
2023
Q2 | $1.12M | Sell |
14,940
-4,225
| -22% | -$316K | 0.42% | 47 |
|
|
2023
Q1 | $1.46M | Sell |
19,165
-211
| -1% | -$16.1K | 0.57% | 31 |
|
|
2022
Q4 | $1.4M | Hold |
19,376
| – | – | 0.57% | 32 |
|
|
2022
Q3 | $1.39M | Hold |
19,376
| – | – | 0.66% | 23 |
|
|
2022
Q2 | $1.54M | Buy |
19,376
+8,253
| +74% | +$657K | 0.72% | 19 |
|
|
2022
Q1 | $1.02M | Sell |
11,123
-1,550
| -12% | -$142K | 0.41% | 47 |
|
|
2021
Q4 | $1.3M | Hold |
12,673
| – | – | 0.5% | 39 |
|
|
2021
Q3 | $1.3M | Buy |
12,673
+600
| +5% | +$61.4K | 0.49% | 43 |
|
|
2021
Q2 | $1.24M | Hold |
12,073
| – | – | 0.48% | 44 |
|
|
2021
Q1 | $1.19M | Hold |
12,073
| – | – | 0.5% | 39 |
|
|
2020
Q4 | $1.32M | Buy |
+12,073
| New | +$1.32M | 0.55% | 30 |
|