SWM
Sagace Wealth Management’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 | $994K | Sell |
14,292
-771
| -5% | -$53.6K | 0.74% | 35 |
|
|
2025
Q1 | $1.06M | Sell |
15,063
-303
| -2% | -$21.3K | 0.8% | 37 |
|
|
2024
Q4 | $1.05M | Sell |
15,366
-31,980
| -68% | -$2.19M | 0.79% | 37 |
|
|
2024
Q3 | $3.44M | Buy |
47,346
+6,470
| +16% | +$470K | 2.65% | 13 |
|
|
2024
Q2 | $2.91M | Buy |
+40,876
| New | +$2.91M | 2.84% | 13 |
|