Williams Jones Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5,061	Closed	-$356K	–	544
2024 Q2	$356K	Sell	5,061 -700	-12%	-$49.2K	﹤0.01%	390
2024 Q1	$417K	Buy	+5,761	New	+$417K	0.01%	382