The Family Firm’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
Sell
-4,516
Closed -$318K 102
2025
Q1
$318K Buy
4,516
+34
+0.8% +$2.39K 0.07% 159
2024
Q4
$307K Buy
4,482
+1,598
+55% +$109K 0.07% 162
2024
Q3
$217K Buy
2,884
+31
+1% +$2.33K 0.05% 196
2024
Q2
$201K Buy
+2,853
New +$201K 0.04% 195