Strategic Investment Advisors’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 | $2.05M | Sell |
29,492
-1,285
| -4% | -$89.4K | 0.2% | 57 |
|
|
2025
Q1 | $2.17M | Buy |
30,777
+1,399
| +5% | +$98.5K | 0.23% | 56 |
|
|
2024
Q4 | $2.01M | Buy |
29,378
+693
| +2% | +$47.4K | 0.21% | 62 |
|
|
2024
Q3 | $2.16M | Buy |
28,685
+574
| +2% | +$43.1K | 0.24% | 59 |
|
|
2024
Q2 | $1.98M | Buy |
28,111
+996
| +4% | +$70K | 0.24% | 61 |
|
|
2024
Q1 | $1.96M | Buy |
27,115
+4,856
| +22% | +$351K | 0.25% | 59 |
|
|
2023
Q4 | $1.66M | Buy |
22,259
+494
| +2% | +$36.8K | 0.24% | 64 |
|
|
2023
Q3 | $1.46M | Buy |
21,765
+1,051
| +5% | +$70.5K | 0.24% | 62 |
|
|
2023
Q2 | $1.55M | Sell |
20,714
-264
| -1% | -$19.8K | 0.22% | 48 |
|
|
2023
Q1 | $1.61M | Sell |
20,978
-1,759
| -8% | -$135K | 0.29% | 58 |
|
|
2022
Q4 | $1.65M | Sell |
22,737
-5,177
| -19% | -$375K | 0.34% | 54 |
|
|
2022
Q3 | $2.01M | Sell |
27,914
-13,994
| -33% | -$1.01M | 0.45% | 38 |
|
|
2022
Q2 | $3.34M | Buy |
41,908
+232
| +0.6% | +$18.5K | 0.67% | 31 |
|
|
2022
Q1 | $3.82M | Buy |
41,676
+4,266
| +11% | +$391K | 0.72% | 29 |
|
|
2021
Q4 | $3.85M | Buy |
37,410
+1,043
| +3% | +$107K | 0.74% | 31 |
|
|
2021
Q3 | $3.72M | Buy |
36,367
+551
| +2% | +$56.4K | 0.82% | 31 |
|
|
2021
Q2 | $3.69M | Sell |
35,816
-1,060
| -3% | -$109K | 0.85% | 30 |
|
|
2021
Q1 | $3.62M | Buy |
36,876
+4,031
| +12% | +$396K | 0.94% | 30 |
|
|
2020
Q4 | $3.6M | Sell |
32,845
-1,467
| -4% | -$161K | 1.04% | 27 |
|
|
2020
Q3 | $3.84M | Buy |
34,312
+3,726
| +12% | +$417K | 1.3% | 21 |
|
|
2020
Q2 | $3.42M | Buy |
30,586
+4,142
| +16% | +$462K | 1.29% | 22 |
|
|
2020
Q1 | $2.82M | Buy |
26,444
+4,175
| +19% | +$446K | 1.3% | 23 |
|
|
2019
Q4 | $2.23M | Buy |
22,269
+1,789
| +9% | +$179K | 0.92% | 30 |
|
|
2019
Q3 | $2.1M | Buy |
20,480
+2,481
| +14% | +$255K | 1.01% | 29 |
|
|
2019
Q2 | $1.75M | Buy |
17,999
+3,727
| +26% | +$363K | 0.96% | 30 |
|
|
2019
Q1 | $1.32M | Buy |
14,272
+2,130
| +18% | +$196K | 0.9% | 33 |
|
|
2018
Q4 | $1.06M | Buy |
+12,142
| New | +$1.06M | 0.96% | 29 |
|