ACG Wealth’s Vanguard Long-Term Bond ETF BLV Stock Holding History

ACG Wealth’s Portfolio BLV Stock Details BLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-309	Closed	-$25K	–	319
2022 Q2	$25K	Buy	+309	New	+$25.4K	0.01%	537

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ACG Wealth's BLV Position: Q3 2022 in Review

ACG Wealth sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2022, closing a stake of 309 shares — an estimated $25K sold.

ACG Wealth first reported a position in BLV in Q2 2022 and held it in 1 quarter. The position peaked at $25K in Q2 2022. 250 funds tracked by Wall St. Rank hold BLV as of Q3 2022.

ACG Wealth reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 309 Vanguard Long-Term Bond ETF shares in Q3 2022, an estimated $25K.
ACG Wealth first reported a position in Vanguard Long-Term Bond ETF in Q2 2022 and held it in 1 quarter.
ACG Wealth's Vanguard Long-Term Bond ETF position peaked at $25K in Q2 2022.
250 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.