TWA
TCI Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,886
| Closed | -$194K | – | 2236 |
|
|
2021
Q4 | $194K | Buy |
+1,886
| New | +$194K | 0.03% | 181 |
|
|
2021
Q1 | – | Sell |
-1,590
| Closed | -$174K | – | 2150 |
|
|
2020
Q4 | $174K | Buy |
+1,590
| New | +$174K | 0.08% | 152 |
|
|
2020
Q3 | – | Sell |
-1,710
| Closed | -$191K | – | 1517 |
|
|
2020
Q2 | $191K | Buy |
1,710
+18
| +1% | +$2.01K | 0.08% | 138 |
|
|
2020
Q1 | $181K | Sell |
1,692
-72
| -4% | -$7.7K | 0.09% | 142 |
|
|
2019
Q4 | $177K | Hold |
1,764
| – | – | 0.07% | 188 |
|
|
2019
Q3 | $181K | Hold |
1,764
| – | – | 0.08% | 154 |
|
|
2019
Q2 | $171K | Hold |
1,764
| – | – | 0.08% | 157 |
|
|
2019
Q1 | $163K | Buy |
+1,764
| New | +$163K | 0.07% | 174 |
|
|
2017
Q1 | – | Sell |
-5
| Closed | – | – | 1292 |
|
|
2016
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1363 |
|
|
2016
Q1 | – | Sell |
-87
| Closed | -$8K | – | 1328 |
|
|
2015
Q4 | $8K | Buy |
+87
| New | +$8K | ﹤0.01% | 626 |
|
|
2015
Q2 | – | Sell |
-720
| Closed | -$69K | – | 961 |
|
|
2015
Q1 | $69K | Buy |
+720
| New | +$69K | 0.04% | 210 |
|