RFP
RCS Financial Planning’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 | $222K | Buy |
3,190
+87
| +3% | +$6.05K | 0.11% | 80 |
|
|
2025
Q1 | $219K | Buy |
+3,103
| New | +$219K | 0.12% | 76 |
|
|
2024
Q3 | – | Sell |
-5,727
| Closed | -$403K | – | 69 |
|
|
2024
Q2 | $403K | Sell |
5,727
-17,647
| -75% | -$1.24M | 0.24% | 57 |
|
|
2024
Q1 | $1.69M | Buy |
+23,374
| New | +$1.69M | 1.04% | 23 |
|