Summit Wealth Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.79M | Buy |
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|
2025
Q2 | $8.22M | Buy |
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|
2025
Q1 | $939K | Buy |
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|
2024
Q4 | $289K | Sell |
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|
2024
Q3 | $381K | Sell |
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|
2024
Q2 | $370K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $539K | Sell |
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|
2023
Q1 | $11K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $599K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3.38M | Sell |
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|
2020
Q3 | $3.83M | Sell |
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|
2020
Q2 | $3.84M | Sell |
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|
2020
Q1 | $3.69M | Buy |
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|
2019
Q4 | $3.2M | Buy |
|