SHFP
Second Half Financial Partners’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-99,833
| Closed | -$7.22M | – | 46 |
|
|
2024
Q1 | $7.22M | Sell |
99,833
-3,803
| -4% | -$275K | 3.21% | 6 |
|
|
2023
Q4 | $7.73M | Sell |
103,636
-15,126
| -13% | -$1.13M | 3.81% | 5 |
|
|
2023
Q3 | $7.96M | Sell |
118,762
-3,582
| -3% | -$240K | 3.97% | 4 |
|
|
2023
Q2 | $9.17M | Buy |
+122,344
| New | +$9.17M | 2.09% | 8 |
|
|
2023
Q1 | – | Sell |
-45,772
| Closed | -$3.56M | – | 39 |
|
|
2022
Q4 | $3.56M | Buy |
+45,772
| New | +$3.56M | 2.32% | 14 |
|