WWM
Wiser Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-46,239
| Closed | -$3.39M | – | 33 |
|
|
2023
Q4 | $3.39M | Buy |
46,239
+6,822
| +17% | +$500K | 1.24% | 11 |
|
|
2023
Q3 | $2.64M | Buy |
39,417
+1,426
| +4% | +$95.6K | 1.07% | 14 |
|
|
2023
Q2 | $2.85M | Buy |
37,991
+817
| +2% | +$61.2K | 1.14% | 14 |
|
|
2023
Q1 | $2.85M | Buy |
37,174
+2,818
| +8% | +$216K | 1.22% | 14 |
|
|
2022
Q4 | $2.49M | Buy |
34,356
+1,022
| +3% | +$74K | 1.15% | 16 |
|
|
2022
Q3 | $2.4M | Buy |
33,334
+1,948
| +6% | +$140K | 1.25% | 14 |
|
|
2022
Q2 | $2.5M | Buy |
31,386
+3,292
| +12% | +$262K | 1.3% | 16 |
|
|
2022
Q1 | $2.58M | Sell |
28,094
-1,193
| -4% | -$109K | 1.19% | 15 |
|
|
2021
Q4 | $3.01M | Sell |
29,287
-26,400
| -47% | -$2.72M | 1.47% | 14 |
|
|
2021
Q3 | $5.7M | Buy |
55,687
+6,109
| +12% | +$625K | 3.04% | 11 |
|
|
2021
Q2 | $5.11M | Buy |
49,578
+3,860
| +8% | +$398K | 3.11% | 11 |
|
|
2021
Q1 | $4.49M | Sell |
45,718
-13,637
| -23% | -$1.34M | 3.08% | 11 |
|
|
2020
Q4 | $6.51M | Buy |
+59,355
| New | +$6.51M | 4.88% | 8 |
|