SWA
Safir Wealth 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
Q1 | – | Sell |
-85,960
| Closed | -$5.88M | – | 17 |
|
|
2024
Q4 | $5.88M | Sell |
85,960
-101
| -0.1% | -$6.91K | 4.54% | 8 |
|
|
2024
Q3 | $6.47M | Buy |
86,061
+4,530
| +6% | +$341K | 4.97% | 8 |
|
|
2024
Q2 | $5.73M | Sell |
81,531
-5,202
| -6% | -$366K | 4.7% | 8 |
|
|
2024
Q1 | $6.27M | Buy |
86,733
+6,924
| +9% | +$501K | 5.15% | 8 |
|
|
2023
Q4 | $5.95M | Buy |
79,809
+1,702
| +2% | +$127K | 5.36% | 8 |
|
|
2023
Q3 | $5.24M | Buy |
78,107
+1,161
| +2% | +$77.9K | 5.07% | 8 |
|
|
2023
Q2 | $5.76M | Buy |
76,946
+3,607
| +5% | +$270K | 5.33% | 8 |
|
|
2023
Q1 | $5.62M | Buy |
73,339
+2,030
| +3% | +$156K | 5.55% | 8 |
|
|
2022
Q4 | $5.17M | Buy |
71,309
+1,495
| +2% | +$108K | 5.27% | 8 |
|
|
2022
Q3 | $5.02M | Sell |
69,814
-1,025
| -1% | -$73.7K | 5.23% | 8 |
|
|
2022
Q2 | $5.65M | Buy |
70,839
+1,317
| +2% | +$105K | 5.53% | 8 |
|
|
2022
Q1 | $6.37M | Sell |
69,522
-1,556
| -2% | -$143K | 5.32% | 8 |
|
|
2021
Q4 | $7.32M | Buy |
71,078
+935
| +1% | +$96.2K | 5.69% | 7 |
|
|
2021
Q3 | $7.18M | Buy |
70,143
+1,480
| +2% | +$151K | 6.01% | 7 |
|
|
2021
Q2 | $7.07M | Buy |
68,663
+5,290
| +8% | +$545K | 6% | 7 |
|
|
2021
Q1 | $6.22M | Buy |
63,373
+7,269
| +13% | +$713K | 5.7% | 8 |
|
|
2020
Q4 | $6.15M | Buy |
+56,104
| New | +$6.15M | 5.71% | 7 |
|