Rockbridge Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-109
| Closed | -$8.13K | – | 183 |
|
|
2023
Q4 | $8.13K | Buy |
+109
| New | +$8.13K | ﹤0.01% | 418 |
|
|
2022
Q3 | – | Sell |
-206
| Closed | -$16.4K | – | 163 |
|
|
2022
Q2 | $16.4K | Hold |
206
| – | – | ﹤0.01% | 315 |
|
|
2022
Q1 | $18.9K | Hold |
206
| – | – | ﹤0.01% | 421 |
|
|
2021
Q4 | $21K | Hold |
206
| – | – | ﹤0.01% | 470 |
|
|
2021
Q3 | $21K | Hold |
206
| – | – | ﹤0.01% | 445 |
|
|
2021
Q2 | $21K | Hold |
206
| – | – | ﹤0.01% | 435 |
|
|
2021
Q1 | $20K | Hold |
206
| – | – | ﹤0.01% | 423 |
|
|
2020
Q4 | $23K | Sell |
206
-261
| -56% | -$29.1K | ﹤0.01% | 396 |
|
|
2020
Q3 | $52K | Hold |
467
| – | – | 0.01% | 263 |
|
|
2020
Q2 | $52K | Buy |
+467
| New | +$52K | 0.01% | 230 |
|