Sugarloaf Wealth Management’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
2024
Q4
$45.6K Sell
666
-346
-34% -$23.7K 0.01% 305
2024
Q3
$76.1K Buy
1,012
+193
+24% +$14.5K 0.01% 265
2024
Q2
$57.6K Buy
819
+229
+39% +$16.1K 0.01% 283
2024
Q1
$42.7K Buy
590
+258
+78% +$18.7K 0.01% 313
2023
Q4
$24.8K Buy
+332
New +$24.8K 0.01% 365