Strategic Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
3,684
-731
| -17% | -$50.8K | 0.12% | 70 |
|
|
2025
Q1 | $311K | Sell |
4,415
-20,062
| -82% | -$1.41M | 0.16% | 60 |
|
|
2024
Q4 | $1.67M | Sell |
24,477
-54,884
| -69% | -$3.76M | 0.86% | 23 |
|
|
2024
Q3 | $5.97M | Buy |
79,361
+14,104
| +22% | +$1.06M | 3.05% | 8 |
|
|
2024
Q2 | $4.59M | Buy |
65,257
+14,479
| +29% | +$1.02M | 2.53% | 10 |
|
|
2024
Q1 | $3.67M | Sell |
50,778
-12,560
| -20% | -$908K | 2.03% | 11 |
|
|
2023
Q4 | $4.72M | Buy |
63,338
+467
| +0.7% | +$34.8K | 2.74% | 9 |
|
|
2023
Q3 | $4.22M | Sell |
62,871
-4,771
| -7% | -$320K | 2.56% | 10 |
|
|
2023
Q2 | $5.07M | Buy |
+67,642
| New | +$5.07M | 2.89% | 10 |
|