WMG Financial Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $234K | Sell |
|
|||||
|
2025
Q2 | $365K | Sell |
|
|||||
|
2025
Q1 | $405K | Hold |
|
|||||
|
2024
Q4 | $394K | Sell |
|
|||||
|
2024
Q3 | $551K | Sell |
|
|||||
|
2024
Q2 | $543K | Sell |
|
|||||
|
2024
Q1 | $573K | Buy |
|
|||||
|
2023
Q4 | $582K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $611K | Buy |
|
|||||
|
2023
Q1 | $609K | Hold |
|
|||||
|
2022
Q4 | $464K | Hold |
|
|||||
|
2022
Q3 | $462K | Buy |
|
|||||
|
2022
Q2 | $312K | Buy |
|