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BDO Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

BDO Wealth Advisors’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
2019
Q4 		– Sell
-40
Closed -$4K – 587
2019
Q3 		$4K Buy
+40
New +$4.02K ﹤0.01% 522
2018
Q1 		– Sell
-59
Closed -$6K – 572
2017
Q4 		$6K Hold
59
– – ﹤0.01% 361
2017
Q3 		$6K Hold
59
– – ﹤0.01% 326
2017
Q2 		$5K Buy
+59
New +$5.42K ﹤0.01% 423

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

BDO Wealth Advisors's BLV Position: Q4 2019 in Review

BDO Wealth Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2019, closing a stake of 40 shares — an estimated $4K sold.

BDO Wealth Advisors first reported a position in BLV in Q2 2017 and held it in 4 quarters. The position peaked at $6K in Q4 2017. 211 funds tracked by Wall St. Rank hold BLV as of Q4 2019.

  • BDO Wealth Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2019 after selling out during the quarter.
  • BDO Wealth Advisors sold 40 Vanguard Long-Term Bond ETF shares in Q4 2019, an estimated $4K.
  • BDO Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q2 2017 and held it in 4 quarters.
  • BDO Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $6K in Q4 2017.
  • 211 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2019.

Based on BDO Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.