Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,059
| Closed | -$98K | – | 798 |
|
|
2021
Q1 | $98K | Sell |
1,059
-10,708
| -91% | -$991K | ﹤0.01% | 1373 |
|
|
2020
Q4 | $1.28M | Sell |
11,767
-518
| -4% | -$56.4K | 0.05% | 273 |
|
|
2020
Q3 | $1.37M | Buy |
12,285
+10,324
| +526% | +$1.15M | 0.07% | 230 |
|
|
2020
Q2 | $219K | Sell |
1,961
-3,278
| -63% | -$366K | 0.01% | 685 |
|
|
2020
Q1 | $559K | Sell |
5,239
-4,650
| -47% | -$496K | 0.04% | 370 |
|
|
2019
Q4 | $992K | Buy |
9,889
+4,354
| +79% | +$437K | 0.08% | 265 |
|
|
2019
Q3 | $568K | Buy |
+5,535
| New | +$568K | 0.05% | 377 |
|
|
2019
Q1 | $531K | Buy |
5,760
+1,642
| +40% | +$151K | 0.06% | 312 |
|
|
2018
Q4 | $360K | Sell |
4,118
-18,782
| -82% | -$1.64M | 0.05% | 341 |
|
|
2018
Q3 | $1.84M | Buy |
22,900
+19,352
| +545% | +$1.55M | 0.27% | 75 |
|
|
2018
Q2 | $314K | Buy |
3,548
+561
| +19% | +$49.6K | 0.07% | 217 |
|
|
2018
Q1 | $262K | Buy |
+2,987
| New | +$262K | 0.07% | 229 |
|