TFA
Tranquilli Financial Advisor’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,654
| Closed | -$1.48M | – | 111 |
|
|
2024
Q3 | $1.48M | Buy |
19,654
+6,667
| +51% | +$501K | 0.93% | 29 |
|
|
2024
Q2 | $898K | Sell |
12,987
-8,001
| -38% | -$553K | 0.6% | 45 |
|
|
2024
Q1 | $1.52M | Sell |
20,988
-11,879
| -36% | -$859K | 1.01% | 27 |
|
|
2023
Q4 | $2.45M | Buy |
+32,867
| New | +$2.45M | 1.73% | 10 |
|
|
2023
Q3 | – | Sell |
-46,938
| Closed | -$3.52M | – | 98 |
|
|
2023
Q2 | $3.52M | Buy |
+46,938
| New | +$3.52M | 2.49% | 8 |
|
|
2022
Q1 | – | Sell |
-20,667
| Closed | -$2.13M | – | 83 |
|
|
2021
Q4 | $2.13M | Buy |
20,667
+3,966
| +24% | +$408K | 1.49% | 25 |
|
|
2021
Q3 | $1.71M | Buy |
16,701
+11,197
| +203% | +$1.15M | 1.28% | 29 |
|
|
2021
Q2 | $567K | Sell |
5,504
-13
| -0.2% | -$1.34K | 0.43% | 43 |
|
|
2021
Q1 | $541K | Sell |
5,517
-9,829
| -64% | -$964K | 0.44% | 43 |
|
|
2020
Q4 | $1.68M | Buy |
+15,346
| New | +$1.68M | 1.53% | 27 |
|