Stratos Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-15,479
| Closed | -$1.59M | – | 517 |
|
2021
Q4 | $1.59M | Buy |
15,479
+3,352
| +28% | +$345K | 0.11% | 215 |
|
2021
Q3 | $1.24M | Buy |
12,127
+704
| +6% | +$72K | 0.11% | 229 |
|
2021
Q2 | $1.18M | Buy |
11,423
+2,021
| +21% | +$208K | 0.1% | 219 |
|
2021
Q1 | $923K | Buy |
9,402
+4,549
| +94% | +$447K | 0.1% | 224 |
|
2020
Q4 | $532K | Buy |
+4,853
| New | +$532K | 0.07% | 240 |
|