Summit Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.22M | Buy |
118,158
+104,823
| +786% | +$7.29M | 2.11% | 15 |
|
|
2025
Q1 | $939K | Buy |
13,335
+9,114
| +216% | +$642K | 0.27% | 46 |
|
|
2024
Q4 | $289K | Sell |
4,221
-843
| -17% | -$57.7K | 0.08% | 76 |
|
|
2024
Q3 | $381K | Sell |
5,064
-194
| -4% | -$14.6K | 0.11% | 62 |
|
|
2024
Q2 | $370K | Buy |
+5,258
| New | +$370K | 0.11% | 61 |
|
|
2023
Q3 | – | Sell |
-7,198
| Closed | -$539K | – | 41 |
|
|
2023
Q2 | $539K | Sell |
7,198
-809,703
| -99% | -$60.6M | 0.22% | 45 |
|
|
2023
Q1 | $11K | Buy |
+816,901
| New | +$11K | 0.26% | 37 |
|
|
2021
Q4 | – | Sell |
-5,853
| Closed | -$599K | – | 31 |
|
|
2021
Q3 | $599K | Buy |
+5,853
| New | +$599K | 0.95% | 18 |
|
|
2021
Q1 | – | Sell |
-30,824
| Closed | -$3.38M | – | 184 |
|
|
2020
Q4 | $3.38M | Sell |
30,824
-3,409
| -10% | -$374K | 2.12% | 15 |
|
|
2020
Q3 | $3.83M | Sell |
34,233
-200
| -0.6% | -$22.4K | 3.33% | 11 |
|
|
2020
Q2 | $3.84M | Sell |
34,433
-101
| -0.3% | -$11.3K | 3.52% | 11 |
|
|
2020
Q1 | $3.69M | Buy |
34,534
+2,619
| +8% | +$279K | 3.73% | 9 |
|
|
2019
Q4 | $3.2M | Buy |
+31,915
| New | +$3.2M | 3.02% | 11 |
|