Valeo 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 |
-242
| Closed | -$24K | – | 616 |
|
|
2021
Q1 | $24K | Hold |
242
| – | – | ﹤0.01% | 1050 |
|
|
2020
Q4 | $27K | Sell |
242
-6
| -2% | -$669 | ﹤0.01% | 927 |
|
|
2020
Q3 | $28K | Buy |
248
+6
| +2% | +$677 | ﹤0.01% | 802 |
|
|
2020
Q2 | $27K | Hold |
242
| – | – | ﹤0.01% | 899 |
|
|
2020
Q1 | $27K | Sell |
242
-3
| -1% | -$335 | ﹤0.01% | 766 |
|
|
2019
Q4 | $25K | Buy |
245
+243
| +12,150% | +$24.8K | ﹤0.01% | 850 |
|
|
2019
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1544 |
|
|
2019
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1551 |
|
|
2018
Q4 | – | Sell |
-36
| Closed | -$3K | – | 1493 |
|
|
2018
Q3 | $3K | Buy |
36
+2
| +6% | +$167 | ﹤0.01% | 1317 |
|
|
2018
Q2 | $3K | Buy |
34
+16
| +89% | +$1.41K | ﹤0.01% | 1232 |
|
|
2018
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 1305 |
|
|
2017
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 1164 |
|