Selective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,574
| Closed | -$113K | – | 188 |
|
|
2022
Q3 | $113K | Sell |
1,574
-90
| -5% | -$6.46K | 0.05% | 191 |
|
|
2022
Q2 | $133K | Buy |
1,664
+902
| +118% | +$72.1K | 0.05% | 190 |
|
|
2022
Q1 | $70K | Buy |
762
+553
| +265% | +$50.8K | 0.03% | 249 |
|
|
2021
Q4 | $22K | Buy |
+209
| New | +$22K | 0.01% | 394 |
|
|
2020
Q3 | – | Sell |
-180
| Closed | -$20K | – | 322 |
|
|
2020
Q2 | $20K | Buy |
+180
| New | +$20K | 0.02% | 174 |
|