Ownership history in LongView Wealth Management · 8 quarters on record
This page tracks every 13F SEC filing in which LongView Wealth Management reported a position in VANGUARD BD INDEX FDS (BLV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 4,730 | -662 | -12.3% | 0.09% | $335K | $69.25 |
| 2025 Q2 | REDUCED | 5,392 | -991 | -15.5% | 0.11% | $375K | $67.16 |
| 2025 Q1 | REDUCED | 6,383 | -579 | -8.3% | 0.13% | $450K | $67.21 |
| 2024 Q4 | REDUCED | 6,962 | -76 | -1.1% | 0.15% | $476K | $64.83 |
| 2024 Q3 | ADDED | 7,038 | +559 | +8.6% | 0.17% | $529K | $70.16 |
| 2024 Q2 | REDUCED | 6,479 | -91 | -1.4% | 0.17% | $455K | $64.88 |
| 2024 Q1 | ADDED | 6,570 | +599 | +10.0% | 0.19% | $475K | $65.73 |
| 2023 Q4 | INITIATED | 5,971 | — | — | 0.20% | $438K | — |
As of 2025 Q4 — sorted by position size