SlateStone 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
2025
Q2
$687K Sell
9,880
-1,810
-15% -$126K 0.06% 180
2025
Q1
$823K Hold
11,690
0.08% 165
2024
Q4
$800K Buy
+11,690
New +$800K 0.08% 170