United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,340
| Closed | -$398K | – | 1076 |
|
|
2023
Q4 | $398K | Buy |
+5,340
| New | +$398K | ﹤0.01% | 785 |
|
|
2023
Q1 | – | Sell |
-2,854
| Closed | -$207K | – | 967 |
|
|
2022
Q4 | $207K | Buy |
+2,854
| New | +$207K | ﹤0.01% | 977 |
|
|
2022
Q3 | – | Sell |
-3,295
| Closed | -$263K | – | 1087 |
|
|
2022
Q2 | $263K | Buy |
+3,295
| New | +$263K | ﹤0.01% | 980 |
|
|
2019
Q3 | – | Sell |
-2,374
| Closed | -$230K | – | 1316 |
|
|
2019
Q2 | $230K | Buy |
+2,374
| New | +$230K | ﹤0.01% | 1302 |
|
|
2019
Q1 | – | Sell |
-10,243
| Closed | -$896K | – | 1334 |
|
|
2018
Q4 | $896K | Buy |
+10,243
| New | +$896K | 0.01% | 741 |
|
|
2016
Q3 | – | Sell |
-14,815
| Closed | -$1.45M | – | 1263 |
|
|
2016
Q2 | $1.45M | Sell |
14,815
-3,908
| -21% | -$383K | 0.01% | 632 |
|
|
2016
Q1 | $1.74M | Sell |
18,723
-3,001
| -14% | -$279K | 0.02% | 568 |
|
|
2015
Q4 | $1.89M | Buy |
21,724
+7,714
| +55% | +$670K | 0.02% | 558 |
|
|
2015
Q3 | $1.25M | Buy |
+14,010
| New | +$1.25M | 0.02% | 632 |
|