RIM
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Rockbridge Investment Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Rockbridge Investment Management’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-109
Closed -$8.13K – 183
2023
Q4 		$8.13K Buy
+109
New +$7.47K ﹤0.01% 418
2022
Q3 		– Sell
-206
Closed -$16.4K – 164
2022
Q2 		$16.4K Hold
206
– – ﹤0.01% 320
2022
Q1 		$18.9K Hold
206
– – ﹤0.01% 423
2021
Q4 		$21K Hold
206
– – ﹤0.01% 472
2021
Q3 		$21K Hold
206
– – ﹤0.01% 447
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 +$51K 0.01% 230

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