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

Apollon Wealth Management’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
2020
Q3 		– Sell
-313
Closed -$35K – 213
2020
Q2 		$35K Buy
+313
New +$34.2K 0.02% 290

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BCMIO
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TAIM
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Bank of New York Mellon
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Apollon Wealth Management's BLV Position: Q3 2020 in Review

Apollon Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2020, closing a stake of 313 shares — an estimated $35K sold.

Apollon Wealth Management first reported a position in BLV in Q2 2020 and held it in 1 quarter. The position peaked at $35K in Q2 2020. 228 funds tracked by Wall St. Rank hold BLV as of Q3 2020.

  • Apollon Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Apollon Wealth Management sold 313 Vanguard Long-Term Bond ETF shares in Q3 2020, an estimated $35K.
  • Apollon Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2020 and held it in 1 quarter.
  • Apollon Wealth Management's Vanguard Long-Term Bond ETF position peaked at $35K in Q2 2020.
  • 228 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2020.

Based on Apollon Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.