WS
Wela Strategies’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 | $1.76M | Sell |
25,306
-85
| -0.3% | -$5.91K | 0.69% | 20 |
|
|
2025
Q1 | $1.79M | Buy |
25,391
+2,834
| +13% | +$200K | 0.75% | 20 |
|
|
2024
Q4 | $1.54M | Sell |
22,557
-624
| -3% | -$42.7K | 0.67% | 21 |
|
|
2024
Q3 | $1.74M | Sell |
23,181
-6,177
| -21% | -$464K | 0.76% | 20 |
|
|
2024
Q2 | $2.06M | Buy |
29,358
+621
| +2% | +$43.6K | 0.96% | 20 |
|
|
2024
Q1 | $2.08M | Sell |
28,737
-1,964
| -6% | -$142K | 0.98% | 20 |
|
|
2023
Q4 | $2.29M | Sell |
30,701
-188
| -0.6% | -$14K | 1.23% | 17 |
|
|
2023
Q3 | $2.07M | Sell |
30,889
-276
| -0.9% | -$18.5K | 1.24% | 18 |
|
|
2023
Q2 | $2.33M | Buy |
31,165
+2,072
| +7% | +$155K | 1.8% | 15 |
|
|
2023
Q1 | $2.23M | Buy |
29,093
+15,754
| +118% | +$1.21M | 1.19% | 18 |
|
|
2022
Q4 | $966K | Sell |
13,339
-722
| -5% | -$52.3K | 0.54% | 22 |
|
|
2022
Q3 | $1.01M | Buy |
14,061
+517
| +4% | +$37.2K | 0.69% | 19 |
|
|
2022
Q2 | $1.08M | Sell |
13,544
-590
| -4% | -$47K | 0.63% | 19 |
|
|
2022
Q1 | $1.3M | Buy |
14,134
+907
| +7% | +$83.2K | 0.67% | 19 |
|
|
2021
Q4 | $1.36M | Sell |
13,227
-1,292
| -9% | -$133K | 0.67% | 19 |
|
|
2021
Q3 | $1.49M | Sell |
14,519
-1,011
| -7% | -$103K | 0.78% | 19 |
|
|
2021
Q2 | $1.6M | Sell |
15,530
-32
| -0.2% | -$3.3K | 0.65% | 19 |
|
|
2021
Q1 | $1.53M | Sell |
15,562
-6,566
| -30% | -$644K | 0.82% | 19 |
|
|
2020
Q4 | $2.43M | Buy |
22,128
+1,294
| +6% | +$142K | 1.4% | 18 |
|
|
2020
Q3 | $2.33M | Sell |
20,834
-484
| -2% | -$54.1K | 1.48% | 18 |
|
|
2020
Q2 | $2.38M | Buy |
21,318
+2,121
| +11% | +$237K | 1.51% | 17 |
|
|
2020
Q1 | $2.05M | Sell |
19,197
-2,703
| -12% | -$289K | 1.49% | 17 |
|
|
2019
Q4 | $2.2M | Buy |
21,900
+1,064
| +5% | +$107K | 1.3% | 17 |
|
|
2019
Q3 | $2.14M | Buy |
20,836
+899
| +5% | +$92.3K | 1.32% | 17 |
|
|
2019
Q2 | $1.94M | Buy |
19,937
+42
| +0.2% | +$4.08K | 1.23% | 19 |
|
|
2019
Q1 | $1.83M | Buy |
19,895
+8,441
| +74% | +$778K | 1.22% | 19 |
|
|
2018
Q4 | $1M | Sell |
11,454
-97
| -0.8% | -$8.49K | 0.76% | 20 |
|
|
2018
Q3 | $1.01M | Sell |
11,551
-19
| -0.2% | -$1.66K | 0.71% | 19 |
|
|
2018
Q2 | $1.03M | Sell |
11,570
-176
| -1% | -$15.6K | 0.76% | 18 |
|
|
2018
Q1 | $1.07M | Buy |
11,746
+1,590
| +16% | +$145K | 0.86% | 18 |
|
|
2017
Q4 | $966K | Buy |
10,156
+158
| +2% | +$15K | 0.76% | 21 |
|
|
2017
Q3 | $937K | Sell |
9,998
-1,543
| -13% | -$145K | 0.88% | 23 |
|
|
2017
Q2 | $1.08M | Sell |
11,541
-306
| -3% | -$28.5K | 0.99% | 18 |
|
|
2017
Q1 | $1.07M | Buy |
+11,847
| New | +$1.07M | 1.05% | 18 |
|