United Asset Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-9,837
| Closed | -$922K | – | 194 |
|
|
2017
Q3 | $922K | Buy |
9,837
+2,751
| +39% | +$258K | 0.52% | 47 |
|
|
2017
Q2 | $660K | Buy |
7,086
+518
| +8% | +$48.2K | 0.2% | 96 |
|
|
2017
Q1 | $591K | Buy |
6,568
+4,100
| +166% | +$369K | 0.18% | 93 |
|
|
2016
Q4 | $220K | Sell |
2,468
-5
| -0.2% | -$446 | 0.07% | 132 |
|
|
2016
Q3 | $244K | Buy |
+2,473
| New | +$244K | 0.09% | 123 |
|