Southland Equity Partners’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 | $384K | Buy |
5,528
+174
| +3% | +$12.1K | 0.08% | 152 |
|
|
2025
Q1 | $377K | Buy |
5,354
+5
| +0.1% | +$352 | 0.09% | 151 |
|
|
2024
Q4 | $366K | Buy |
5,349
+280
| +6% | +$19.2K | 0.09% | 147 |
|
|
2024
Q3 | $381K | Buy |
5,069
+69
| +1% | +$5.19K | 0.09% | 146 |
|
|
2024
Q2 | $351K | Buy |
5,000
+51
| +1% | +$3.59K | 0.1% | 132 |
|
|
2024
Q1 | $358K | Buy |
4,949
+92
| +2% | +$6.66K | 0.1% | 134 |
|
|
2023
Q4 | $362K | Buy |
4,857
+6
| +0.1% | +$448 | 0.11% | 120 |
|
|
2023
Q3 | $325K | Sell |
4,851
-767
| -14% | -$51.4K | 0.11% | 125 |
|
|
2023
Q2 | $421K | Sell |
5,618
-26
| -0.5% | -$1.95K | 0.14% | 100 |
|
|
2023
Q1 | $433K | Buy |
5,644
+2
| +0% | +$153 | 0.17% | 98 |
|
|
2022
Q4 | $409K | Sell |
5,642
-46
| -0.8% | -$3.33K | 0.16% | 93 |
|
|
2022
Q3 | $409K | Sell |
5,688
-18
| -0.3% | -$1.3K | 0.2% | 87 |
|
|
2022
Q2 | $455K | Sell |
5,706
-98
| -2% | -$7.81K | 0.21% | 86 |
|
|
2022
Q1 | $532K | Sell |
5,804
-77
| -1% | -$7.06K | 0.22% | 78 |
|
|
2021
Q4 | $605K | Buy |
5,881
+270
| +5% | +$27.8K | 0.25% | 73 |
|
|
2021
Q3 | $574K | Sell |
5,611
-3,129
| -36% | -$320K | 0.26% | 71 |
|
|
2021
Q2 | $900K | Buy |
8,740
+1,171
| +15% | +$121K | 0.42% | 50 |
|
|
2021
Q1 | $743K | Buy |
7,569
+1,332
| +21% | +$131K | 0.42% | 48 |
|
|
2020
Q4 | $684K | Buy |
+6,237
| New | +$684K | 0.46% | 49 |
|