Sigma Planning Corp’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
21,074
+5,131
| +32% | +$357K | 0.04% | 381 |
|
|
2025
Q1 | $1.12M | Sell |
15,943
-489
| -3% | -$34.4K | 0.04% | 455 |
|
|
2024
Q4 | $1.12M | Sell |
16,432
-18,120
| -52% | -$1.24M | 0.04% | 454 |
|
|
2024
Q3 | $2.6M | Buy |
34,552
+17,522
| +103% | +$1.32M | 0.08% | 236 |
|
|
2024
Q2 | $1.2M | Sell |
17,030
-976
| -5% | -$68.6K | 0.04% | 426 |
|
|
2024
Q1 | $1.3M | Buy |
18,006
+8,509
| +90% | +$615K | 0.04% | 425 |
|
|
2023
Q4 | $708K | Sell |
9,497
-3,049
| -24% | -$227K | 0.06% | 347 |
|
|
2023
Q3 | $841K | Buy |
12,546
+1,735
| +16% | +$116K | 0.03% | 514 |
|
|
2023
Q2 | $810K | Buy |
10,811
+356
| +3% | +$26.7K | 0.03% | 543 |
|
|
2023
Q1 | $801K | Buy |
10,455
+291
| +3% | +$22.3K | 0.03% | 601 |
|
|
2022
Q4 | $736K | Buy |
10,164
+2,178
| +27% | +$158K | 0.03% | 606 |
|
|
2022
Q3 | $575K | Buy |
7,986
+119
| +2% | +$8.57K | 0.02% | 678 |
|
|
2022
Q2 | $627K | Buy |
7,867
+2,491
| +46% | +$199K | 0.02% | 660 |
|
|
2022
Q1 | $493K | Sell |
5,376
-101
| -2% | -$9.26K | 0.01% | 841 |
|
|
2021
Q4 | $564K | Buy |
5,477
+762
| +16% | +$78.5K | 0.02% | 793 |
|
|
2021
Q3 | $483K | Buy |
4,715
+404
| +9% | +$41.4K | 0.01% | 828 |
|
|
2021
Q2 | $444K | Buy |
4,311
+311
| +8% | +$32K | 0.01% | 867 |
|
|
2021
Q1 | $393K | Buy |
4,000
+754
| +23% | +$74.1K | 0.01% | 862 |
|
|
2020
Q4 | $356K | Sell |
3,246
-677
| -17% | -$74.2K | 0.01% | 800 |
|
|
2020
Q3 | $439K | Buy |
3,923
+327
| +9% | +$36.6K | 0.02% | 646 |
|
|
2020
Q2 | $402K | Sell |
3,596
-710
| -16% | -$79.4K | 0.02% | 668 |
|
|
2020
Q1 | $460K | Buy |
4,306
+584
| +16% | +$62.4K | 0.03% | 504 |
|
|
2019
Q4 | $374K | Sell |
3,722
-247
| -6% | -$24.8K | 0.02% | 691 |
|
|
2019
Q3 | $408K | Buy |
3,969
+97
| +3% | +$9.97K | 0.02% | 646 |
|
|
2019
Q2 | $376K | Buy |
3,872
+591
| +18% | +$57.4K | 0.02% | 644 |
|
|
2019
Q1 | $302K | Buy |
3,281
+915
| +39% | +$84.2K | 0.02% | 667 |
|
|
2018
Q4 | $207K | Sell |
2,366
-121
| -5% | -$10.6K | 0.02% | 735 |
|
|
2018
Q3 | $217K | Buy |
2,487
+5
| +0.2% | +$436 | 0.01% | 824 |
|
|
2018
Q2 | $220K | Buy |
2,482
+153
| +7% | +$13.6K | 0.01% | 783 |
|
|
2018
Q1 | $212K | Buy |
+2,329
| New | +$212K | 0.02% | 747 |
|
|
2016
Q4 | – | Sell |
-2,318
| Closed | -$229K | – | 739 |
|
|
2016
Q3 | $229K | Buy |
2,318
+137
| +6% | +$13.5K | 0.03% | 594 |
|
|
2016
Q2 | $214K | Sell |
2,181
-1,178
| -35% | -$116K | 0.03% | 586 |
|
|
2016
Q1 | $313K | Buy |
+3,359
| New | +$313K | 0.04% | 437 |
|