SIA
Soltis Investment 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 | $614K | Buy |
8,828
+649
| +8% | +$45.1K | 0.05% | 229 |
|
|
2025
Q1 | $576K | Buy |
8,179
+725
| +10% | +$51.1K | 0.05% | 224 |
|
|
2024
Q4 | $510K | Buy |
7,454
+368
| +5% | +$25.2K | 0.05% | 235 |
|
|
2024
Q3 | $533K | Sell |
7,086
-3,459
| -33% | -$260K | 0.05% | 218 |
|
|
2024
Q2 | $741K | Buy |
10,545
+2,206
| +26% | +$155K | 0.08% | 171 |
|
|
2024
Q1 | $603K | Buy |
8,339
+2,168
| +35% | +$157K | 0.07% | 184 |
|
|
2023
Q4 | $460K | Buy |
6,171
+1,397
| +29% | +$104K | 0.05% | 195 |
|
|
2023
Q3 | $320K | Buy |
4,774
+830
| +21% | +$55.7K | 0.04% | 217 |
|
|
2023
Q2 | $295K | Buy |
3,944
+355
| +10% | +$26.6K | 0.03% | 220 |
|
|
2023
Q1 | $275K | Sell |
3,589
-1,028
| -22% | -$78.8K | 0.04% | 220 |
|
|
2022
Q4 | $334K | Sell |
4,617
-1,148
| -20% | -$83.2K | 0.04% | 193 |
|
|
2022
Q3 | $415K | Buy |
5,765
+91
| +2% | +$6.55K | 0.06% | 167 |
|
|
2022
Q2 | $452K | Buy |
5,674
+103
| +2% | +$8.21K | 0.07% | 166 |
|
|
2022
Q1 | $511K | Buy |
5,571
+188
| +3% | +$17.2K | 0.07% | 163 |
|
|
2021
Q4 | $554K | Buy |
5,383
+205
| +4% | +$21.1K | 0.08% | 162 |
|
|
2021
Q3 | $530K | Buy |
5,178
+905
| +21% | +$92.6K | 0.08% | 163 |
|
|
2021
Q2 | $440K | Sell |
4,273
-853
| -17% | -$87.8K | 0.07% | 172 |
|
|
2021
Q1 | $503K | Buy |
5,126
+702
| +16% | +$68.9K | 0.09% | 152 |
|
|
2020
Q4 | $485K | Sell |
4,424
-1,289
| -23% | -$141K | 0.09% | 144 |
|
|
2020
Q3 | $639K | Buy |
5,713
+2,795
| +96% | +$313K | 0.15% | 114 |
|
|
2020
Q2 | $326K | Buy |
2,918
+766
| +36% | +$85.6K | 0.08% | 146 |
|
|
2020
Q1 | $230K | Sell |
2,152
-25,249
| -92% | -$2.7M | 0.07% | 145 |
|
|
2019
Q4 | $2.75M | Buy |
+27,401
| New | +$2.75M | 0.53% | 37 |
|