Sowell Financial Services’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,059	Closed	-$98K	–	798
2021 Q1	$98K	Sell	1,059 -10,708	-91%	-$1.1M	﹤0.01%	1373
2020 Q4	$1.28M	Sell	11,767 -518	-4%	-$57.7K	0.05%	273
2020 Q3	$1.36M	Buy	12,285 +10,324	+526%	+$1.18M	0.07%	230
2020 Q2	$219K	Sell	1,961 -3,278	-63%	-$358K	0.01%	685
2020 Q1	$559K	Sell	5,239 -4,650	-47%	-$486K	0.04%	370
2019 Q4	$992K	Buy	9,889 +4,354	+79%	+$441K	0.08%	265
2019 Q3	$568K	Buy	+5,535	New	+$556K	0.05%	377
2019 Q1	$531K	Buy	5,760 +1,642	+40%	+$146K	0.06%	313
2018 Q4	$360K	Sell	4,118 -18,782	-82%	-$1.6M	0.05%	341
2018 Q3	$1.84M	Buy	22,900 +19,352	+545%	+$1.71M	0.27%	75
2018 Q2	$314K	Buy	3,548 +561	+19%	+$49.7K	0.07%	217
2018 Q1	$262K	Buy	+2,987	New	+$272K	0.07%	229