WFA
Websterrogers Financial Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
24,297
-38
| -0.2% | -$2.64K | 0.54% | 33 |
|
|
2025
Q1 | $1.71M | Sell |
24,335
-1,363
| -5% | -$96K | 0.59% | 31 |
|
|
2024
Q4 | $1.76M | Buy |
25,698
+6,756
| +36% | +$462K | 0.61% | 30 |
|
|
2024
Q3 | $1.42M | Sell |
18,942
-1,232
| -6% | -$92.6K | 0.5% | 33 |
|
|
2024
Q2 | $1.42M | Sell |
20,174
-9,534
| -32% | -$670K | 0.51% | 33 |
|
|
2024
Q1 | $2.15M | Sell |
29,708
-127,636
| -81% | -$9.23M | 0.76% | 28 |
|
|
2023
Q4 | $11.7M | Buy |
157,344
+52,686
| +50% | +$3.93M | 4.89% | 6 |
|
|
2023
Q3 | $7.02M | Buy |
104,658
+20,617
| +25% | +$1.38M | 3.09% | 13 |
|
|
2023
Q2 | $6.3M | Buy |
84,041
+5,984
| +8% | +$448K | 2.74% | 14 |
|
|
2023
Q1 | $5.98M | Buy |
78,057
+39,357
| +102% | +$3.02M | 2.75% | 13 |
|
|
2022
Q4 | $2.8M | Buy |
38,700
+19,220
| +99% | +$1.39M | 1.36% | 21 |
|
|
2022
Q3 | $1.4M | Buy |
+19,480
| New | +$1.4M | 0.74% | 20 |
|