Atlantic Edge Private Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Atlantic Edge Private 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
2025 Q2	–	Sell	-9	Closed	-$634	–	510
2025 Q1	$634	Hold	9	–	–	﹤0.01%	484
2024 Q4	$616	Hold	9	–	–	﹤0.01%	468
2024 Q3	$677	Hold	9	–	–	﹤0.01%	478
2024 Q2	$633	Sell	9 -17	-65%	-$1.19K	﹤0.01%	457
2024 Q1	$1.88K	Buy	+26	New	+$1.88K	﹤0.01%	432

Other funds holding BLV

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

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

LNC

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KIM

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Atlantic Edge Private Wealth Management's BLV Position: Q2 2025 in Review

Atlantic Edge Private Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2025, closing a stake of 9 shares — an estimated $634 sold.

Atlantic Edge Private Wealth Management first reported a position in BLV in Q1 2024 and held it in 5 quarters. The position peaked at $1.88K in Q1 2024. 362 funds tracked by Wall St. Rank hold BLV as of Q2 2025.

Atlantic Edge Private Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
Atlantic Edge Private Wealth Management sold 9 Vanguard Long-Term Bond ETF shares in Q2 2025, an estimated $634.
Atlantic Edge Private Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2024 and held it in 5 quarters.
Atlantic Edge Private Wealth Management's Vanguard Long-Term Bond ETF position peaked at $1.88K in Q1 2024.
362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.