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Surevest’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Surevest’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$1M Sell
13,947
-6,432
-32% -$463K 0.27% 88
2022
Q2 		$1.63M Sell
20,379
-31
-0.2% -$2.47K 0.43% 80
2022
Q1 		$1.87M Buy
20,410
+19,685
+2,715% +$1.8M 0.45% 78
2021
Q4 		$75K Buy
+725
New +$75K 0.02% 162