SRA
Secured Retirement 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
Q2 | $696K | Sell |
10,004
-412
| -4% | -$28.7K | 0.41% | 90 |
|
|
2025
Q1 | $733K | Sell |
10,416
-433
| -4% | -$30.5K | 0.47% | 90 |
|
|
2024
Q4 | $742K | Buy |
10,849
+1,131
| +12% | +$77.4K | 0.43% | 93 |
|
|
2024
Q3 | $731K | Buy |
9,718
+1,957
| +25% | +$147K | 0.53% | 64 |
|
|
2024
Q2 | $546K | Sell |
7,761
-153
| -2% | -$10.8K | 0.43% | 69 |
|
|
2024
Q1 | $572K | Buy |
7,914
+1,539
| +24% | +$111K | 0.49% | 66 |
|
|
2023
Q4 | $475K | Buy |
+6,375
| New | +$475K | 0.46% | 67 |
|