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

Atticus 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
2022
Q4 		– Sell
-156
Closed -$12K – 548
2022
Q3 		$12K Hold
156
– – 0.01% 363
2022
Q2 		$12K Hold
156
– – 0.01% 393
2022
Q1 		$14K Buy
+156
New +$14.9K 0.01% 371

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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Atticus Wealth Management's BLV Position: Q4 2022 in Review

Atticus Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2022, closing a stake of 156 shares — an estimated $12K sold.

Atticus Wealth Management first reported a position in BLV in Q1 2022 and held it in 3 quarters. The position peaked at $14K in Q1 2022. 268 funds tracked by Wall St. Rank hold BLV as of Q4 2022.

  • Atticus Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Atticus Wealth Management sold 156 Vanguard Long-Term Bond ETF shares in Q4 2022, an estimated $12K.
  • Atticus Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2022 and held it in 3 quarters.
  • Atticus Wealth Management's Vanguard Long-Term Bond ETF position peaked at $14K in Q1 2022.
  • 268 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2022.

Based on Atticus Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.