SAM
Secure Asset 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 | $3.26M | Buy |
+46,948
| New | +$3.26M | 0.6% | 40 |
|
|
2024
Q2 | – | Sell |
-25,225
| Closed | -$1.82M | – | 282 |
|
|
2024
Q1 | $1.82M | Buy |
25,225
+1,188
| +5% | +$85.9K | 0.43% | 51 |
|
|
2023
Q4 | $1.79M | Buy |
24,037
+1,658
| +7% | +$124K | 0.48% | 48 |
|
|
2023
Q3 | $1.5M | Sell |
22,379
-1,091
| -5% | -$73.2K | 0.45% | 49 |
|
|
2023
Q2 | $1.76M | Buy |
+23,470
| New | +$1.76M | 0.53% | 50 |
|
|
2021
Q1 | – | Sell |
-16,153
| Closed | -$1.77M | – | 178 |
|
|
2020
Q4 | $1.77M | Buy |
16,153
+922
| +6% | +$101K | 1.04% | 23 |
|
|
2020
Q3 | $1.7M | Sell |
15,231
-288
| -2% | -$32.2K | 1.17% | 19 |
|
|
2020
Q2 | $1.73M | Buy |
15,519
+10,530
| +211% | +$1.18M | 1.22% | 22 |
|
|
2020
Q1 | $532K | Buy |
4,989
+348
| +7% | +$37.1K | 0.57% | 47 |
|
|
2019
Q4 | $466K | Buy |
+4,641
| New | +$466K | 0.33% | 78 |
|