Sterling Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-243,788
| Closed | -$18.3M | – | 66 |
|
|
2024
Q3 | $18.3M | Buy |
243,788
+430
| +0.2% | +$32.3K | 7.83% | 4 |
|
|
2024
Q2 | $17.1M | Buy |
243,358
+2,497
| +1% | +$176K | 7.76% | 5 |
|
|
2024
Q1 | $17.4M | Buy |
240,861
+109,011
| +83% | +$7.88M | 8.27% | 5 |
|
|
2023
Q4 | $9.83M | Sell |
131,850
-5,242
| -4% | -$391K | 5.83% | 9 |
|
|
2023
Q3 | $9.19M | Buy |
+137,092
| New | +$9.19M | 5.77% | 10 |
|