Reilly Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $29K | Hold |
280
| – | – | ﹤0.01% | 498 |
|
|
2021
Q3 | $29K | Hold |
280
| – | – | ﹤0.01% | 457 |
|
|
2021
Q2 | $29K | Hold |
280
| – | – | ﹤0.01% | 465 |
|
|
2021
Q1 | $27K | Hold |
280
| – | – | ﹤0.01% | 475 |
|
|
2020
Q4 | $31K | Hold |
280
| – | – | ﹤0.01% | 406 |
|
|
2020
Q3 | $31K | Hold |
280
| – | – | ﹤0.01% | 372 |
|
|
2020
Q2 | $31K | Hold |
280
| – | – | ﹤0.01% | 378 |
|
|
2020
Q1 | $30K | Hold |
280
| – | – | ﹤0.01% | 371 |
|
|
2019
Q4 | $28K | Hold |
280
| – | – | ﹤0.01% | 431 |
|
|
2019
Q3 | $29K | Hold |
280
| – | – | ﹤0.01% | 436 |
|
|
2019
Q2 | $27K | Buy |
+280
| New | +$27K | ﹤0.01% | 469 |
|
|
2017
Q1 | – | Sell |
-13
| Closed | -$1K | – | 923 |
|
|
2016
Q4 | $1K | Buy |
13
+9
| +225% | +$692 | ﹤0.01% | 790 |
|
|
2016
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 837 |
|
|
2016
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 806 |
|
|
2016
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 927 |
|
|
2015
Q3 | – | Sell |
-11
| Closed | -$1K | – | 1303 |
|
|
2015
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1281 |
|
|
2014
Q3 | – | Sell |
-35
| Closed | -$3K | – | 826 |
|
|
2014
Q2 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 740 |
|
|
2014
Q1 | – | Sell |
-76
| Closed | -$6K | – | 799 |
|
|
2013
Q4 | $6K | Hold |
76
| – | – | ﹤0.01% | 630 |
|
|
2013
Q3 | $6K | Hold |
76
| – | – | ﹤0.01% | 560 |
|
|
2013
Q2 | $7K | Buy |
+76
| New | +$7K | ﹤0.01% | 542 |
|