SWA
SOA Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211 | Hold |
3
| – | – | ﹤0.01% | 819 |
|
|
2025
Q1 | $211 | Hold |
3
| – | – | ﹤0.01% | 826 |
|
|
2024
Q4 | $204 | Hold |
3
| – | – | ﹤0.01% | 822 |
|
|
2024
Q3 | $220 | Hold |
3
| – | – | ﹤0.01% | 788 |
|
|
2024
Q2 | $204 | Hold |
3
| – | – | ﹤0.01% | 802 |
|
|
2024
Q1 | $207 | Hold |
3
| – | – | ﹤0.01% | 852 |
|
|
2023
Q4 | $212 | Hold |
3
| – | – | ﹤0.01% | 849 |
|
|
2023
Q3 | $188 | Hold |
3
| – | – | ﹤0.01% | 878 |
|
|
2023
Q2 | $208 | Hold |
3
| – | – | ﹤0.01% | 879 |
|
|
2023
Q1 | $210 | Hold |
3
| – | – | ﹤0.01% | 903 |
|
|
2022
Q4 | $198 | Buy |
3
+1
| +50% | +$66 | ﹤0.01% | 907 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 834 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 824 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 905 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 878 |
|
|
2021
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 896 |
|
|
2021
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 866 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 812 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 793 |
|