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

Beaird Harris 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
2024 Q2	–	Sell	-1,319	Closed	-$95.4K	–	724
2024 Q1	$95.4K	Buy	+1,319	New	+$95.2K	0.01%	161
2023 Q2	–	Sell	-502	Closed	-$38.5K	–	475
2023 Q1	$38.5K	Hold	502	–	–	0.01%	184
2022 Q4	$36.4K	Sell	502 -6	-1%	-$434	0.01%	197
2022 Q3	$37K	Sell	508 -1,294	-72%	-$102K	0.01%	182
2022 Q2	$144K	Buy	1,802 +377	+26%	+$31K	0.04%	75
2022 Q1	$131K	Sell	1,425 -1,167	-45%	-$111K	0.05%	108
2021 Q4	$267K	Buy	+2,592	New	+$268K	0.1%	97

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Beaird Harris Wealth Management's BLV Position: Q2 2024 in Review

Beaird Harris Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2024, closing a stake of 1,319 shares — an estimated $95.4K sold.

Beaird Harris Wealth Management first reported a position in BLV in Q4 2021 and held it in 7 quarters. The position peaked at $267K in Q4 2021. 367 funds tracked by Wall St. Rank hold BLV as of Q2 2024.

Beaird Harris Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 1,319 Vanguard Long-Term Bond ETF shares in Q2 2024, an estimated $95.4K.
Beaird Harris Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2021 and held it in 7 quarters.
Beaird Harris Wealth Management's Vanguard Long-Term Bond ETF position peaked at $267K in Q4 2021.
367 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.