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TD Private Client Wealth’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$10.7M Buy
153,411
+11,041
+8% +$768K 0.26% 62
2025
Q1
$10M Buy
142,370
+21,563
+18% +$1.52M 0.28% 63
2024
Q4
$8.27M Buy
120,807
+10,008
+9% +$685K 0.23% 71
2024
Q3
$8.33M Buy
110,799
+6,149
+6% +$462K 0.24% 72
2024
Q2
$7.36M Buy
104,650
+17,866
+21% +$1.26M 0.23% 72
2024
Q1
$6.28M Buy
86,784
+12,879
+17% +$932K 0.21% 78
2023
Q4
$5.51M Buy
73,905
+19,692
+36% +$1.47M 0.2% 89
2023
Q3
$3.64M Buy
54,213
+4,766
+10% +$320K 0.16% 136
2023
Q2
$3.7M Buy
49,447
+12,711
+35% +$952K 0.16% 140
2023
Q1
$2.82M Buy
36,736
+18,093
+97% +$1.39M 0.13% 168
2022
Q4
$1.35M Buy
18,643
+9,862
+112% +$714K 0.06% 272
2022
Q3
$632K Sell
8,781
-285
-3% -$20.5K 0.03% 380
2022
Q2
$723K Buy
9,066
+8,774
+3,005% +$699K 0.04% 365
2022
Q1
$26.8K Sell
292
-97
-25% -$8.89K ﹤0.01% 892
2021
Q4
$40K Buy
389
+10
+3% +$1.03K ﹤0.01% 775
2021
Q3
$38.8K Sell
379
-2
-0.5% -$205 ﹤0.01% 784
2021
Q2
$39.3K Sell
381
-8
-2% -$824 ﹤0.01% 775
2021
Q1
$38.2K Buy
389
+145
+59% +$14.2K ﹤0.01% 753
2020
Q4
$26.8K Buy
+244
New +$26.8K ﹤0.01% 744