Strategic Wealth Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,711
| Closed | -$438K | – | 129 |
|
|
2023
Q1 | $438K | Buy |
5,711
+1,350
| +31% | +$103K | 0.08% | 90 |
|
|
2022
Q4 | $342K | Sell |
4,361
-54,946
| -93% | -$4.31M | 0.08% | 88 |
|
|
2022
Q3 | $4.27M | Buy |
59,307
+7,152
| +14% | +$515K | 1.23% | 22 |
|
|
2022
Q2 | $4.16M | Sell |
52,155
-9,005
| -15% | -$718K | 1.04% | 27 |
|
|
2022
Q1 | $5.61M | Buy |
61,160
+19,129
| +46% | +$1.75M | 1.34% | 16 |
|
|
2021
Q4 | $4.33M | Buy |
42,031
+17,298
| +70% | +$1.78M | 1.13% | 24 |
|
|
2021
Q3 | $2.54M | Buy |
24,733
+20,789
| +527% | +$2.13M | 0.76% | 37 |
|
|
2021
Q2 | $406K | Buy |
+3,944
| New | +$406K | 0.14% | 59 |
|
|
2020
Q1 | – | Sell |
-60,784
| Closed | -$6.1M | – | 46 |
|
|
2019
Q4 | $6.1M | Buy |
+60,784
| New | +$6.1M | 6.32% | 3 |
|