SAM
Strategic Asset Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $7K | Hold |
98
| – | – | 0.01% | 416 |
|
2022
Q2 | $8K | Sell |
98
-653
| -87% | -$53.3K | 0.01% | 424 |
|
2022
Q1 | $69K | Sell |
751
-1,572
| -68% | -$144K | 0.1% | 131 |
|
2021
Q4 | $239K | Buy |
2,323
+327
| +16% | +$33.6K | 0.33% | 53 |
|
2021
Q3 | $203K | Buy |
+1,996
| New | +$203K | 0.29% | 56 |
|