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

Baystate 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
2023 Q4	$8.32K	Buy	111 +2	+2%	+$137	﹤0.01%	771
2023 Q3	$7.37K	Buy	109 +1	+0.9%	+$71	﹤0.01%	632
2023 Q2	$8.14K	Buy	+108	New	+$8.11K	﹤0.01%	608

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

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

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

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

LNC

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Baystate Wealth Management's BLV Position: Q4 2023 in Review

Baystate Wealth Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 1.8% in Q4 2023, buying an estimated $137 and bringing the position to 111 shares worth $8.32K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Baystate Wealth Management first reported a position in BLV in Q2 2023 and has held it in 3 quarters since. 365 funds tracked by Wall St. Rank hold BLV as of Q4 2023.

Baystate Wealth Management held 111 shares of Vanguard Long-Term Bond ETF worth $8.32K as of Q4 2023.
Baystate Wealth Management bought 2 Vanguard Long-Term Bond ETF shares in Q4 2023, an estimated $137.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #771 holding.
Baystate Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and has held it in 3 quarters since.
365 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.