US 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,068
| Closed | -$301K | – | 81 |
|
|
2021
Q1 | $301K | Buy |
3,068
+100
| +3% | +$9.81K | 0.08% | 117 |
|
|
2020
Q4 | $325K | Buy |
+2,968
| New | +$325K | 0.1% | 89 |
|
|
2016
Q2 | $223K | Hold |
2,399
| – | – | 0.45% | 40 |
|
|
2016
Q1 | $223K | Sell |
2,399
-285
| -11% | -$26.5K | 0.39% | 40 |
|
|
2015
Q4 | $233K | Sell |
2,684
-1
| -0% | -$87 | 0.22% | 60 |
|
|
2015
Q3 | $240K | Buy |
2,685
+2,532
| +1,655% | +$226K | 0.4% | 49 |
|
|
2015
Q2 | $13K | Buy |
+153
| New | +$13K | 0.01% | 213 |
|