Simplicity Wealth’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,542
Closed -$600K 564
2024
Q2
$600K Sell
8,542
-1,913
-18% -$134K 0.01% 683
2024
Q1
$756K Buy
+10,455
New +$756K 0.02% 598