United Capital Financial Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$254K Buy
2024
Q1
Sell
2023
Q4
$398K Buy
2023
Q1
Sell
2022
Q4
$207K Buy
2022
Q3
Sell
2022
Q2
$263K Buy
2019
Q3
Sell
2019
Q2
$230K Buy
2019
Q1
Sell
2018
Q4
$896K Buy
2016
Q3
Sell
2016
Q2
$1.45M Sell
2016
Q1
$1.74M Sell
2015
Q4
$1.89M Buy
2015
Q3
$1.25M Buy