Aveo Capital Partners’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Aveo Capital Partners’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 Q1	–	Sell	-7,568	Closed	-$518K	–	191
2024 Q4	$518K	Sell	7,568 -306	-4%	-$21.8K	0.06%	200
2024 Q3	$592K	Buy	7,874 +1,412	+22%	+$104K	0.06%	178
2024 Q2	$454K	Buy	6,462 +768	+13%	+$53.8K	0.05%	203
2024 Q1	$395K	Buy	5,694 +1,508	+36%	+$109K	0.04%	254
2023 Q4	$312K	Sell	4,186 -82	-2%	-$5.62K	0.04%	267
2023 Q3	$286K	Buy	4,268 +496	+13%	+$35.3K	0.04%	272
2023 Q2	$283K	Buy	3,772 +358	+10%	+$26.9K	0.04%	278
2023 Q1	$262K	Buy	3,414 +562	+20%	+$42.5K	0.03%	285
2022 Q4	$207K	Buy	+2,852	New	+$206K	0.03%	316

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 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

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

Aveo Capital Partners's BLV Position: Q1 2025 in Review

Aveo Capital Partners sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2025, closing a stake of 7,568 shares — an estimated $518K sold.

Aveo Capital Partners first reported a position in BLV in Q4 2022 and held it in 9 quarters. The position peaked at $592K in Q3 2024. 370 funds tracked by Wall St. Rank hold BLV as of Q1 2025.

Aveo Capital Partners reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
Aveo Capital Partners sold 7,568 Vanguard Long-Term Bond ETF shares in Q1 2025, an estimated $518K.
Aveo Capital Partners first reported a position in Vanguard Long-Term Bond ETF in Q4 2022 and held it in 9 quarters.
Aveo Capital Partners's Vanguard Long-Term Bond ETF position peaked at $592K in Q3 2024.
370 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.