SW
Signify Wealth’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,614
| Closed | -$344K | – | 24 |
|
|
2023
Q4 | $344K | Sell |
4,614
-17,040
| -79% | -$1.27M | 0.52% | 29 |
|
|
2023
Q3 | $1.45M | Sell |
21,654
-40,617
| -65% | -$2.72M | 1.95% | 20 |
|
|
2023
Q2 | $4.67M | Sell |
62,271
-2,836
| -4% | -$212K | 4.02% | 8 |
|
|
2023
Q1 | $4.99M | Sell |
65,107
-875
| -1% | -$67.1K | 4.41% | 6 |
|
|
2022
Q4 | $4.78M | Sell |
65,982
-3,331
| -5% | -$241K | 4.18% | 6 |
|
|
2022
Q3 | $4.99M | Buy |
+69,313
| New | +$4.99M | 5.3% | 6 |
|