Strategic Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-16
| Closed | -$1 | – | 172 |
|
2019
Q3 | $1 | Hold |
16
| – | – | ﹤0.01% | 699 |
|
2019
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 711 |
|
2019
Q1 | $1K | Sell |
16
-60
| -79% | -$3.75K | ﹤0.01% | 738 |
|
2018
Q4 | $7K | Buy |
76
+60
| +375% | +$5.53K | ﹤0.01% | 530 |
|
2018
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 619 |
|
2018
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 718 |
|