Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Buy |
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|
2025
Q1 | $624K | Sell |
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|
2024
Q4 | $628K | Sell |
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|
2024
Q3 | $781K | Buy |
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|
2024
Q2 | $725K | Buy |
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|
2024
Q1 | $727K | Buy |
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|
2023
Q4 | $410K | Buy |
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|
2023
Q3 | $43.8K | Buy |
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|
2023
Q2 | $40.4K | Hold |
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|
2023
Q1 | $41.3K | Sell |
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|
2022
Q4 | $44.9K | Sell |
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|
2022
Q3 | $62K | Buy |
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|
2022
Q2 | $66K | Sell |
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|
2022
Q1 | $78K | Buy |
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|
2021
Q4 | $74K | Sell |
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|
2021
Q3 | $77K | Sell |
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|
2021
Q2 | $122K | Sell |
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|
2021
Q1 | $488K | Buy |
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|
2020
Q4 | $160K | Sell |
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|
2020
Q3 | $260K | Buy |
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|
2020
Q2 | $176K | Sell |
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|
2020
Q1 | $244K | Sell |
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|
2019
Q4 | $282K | Sell |
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|
2019
Q3 | $343K | Sell |
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|
2019
Q2 | $365K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $29K | Hold |
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|
2017
Q2 | $29K | Buy |
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