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

Bennett Associates 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 Q4	–	Sell	-13,793	Closed	-$1.04M	–	48
2024 Q3	$1.04M	Buy	13,793 +203	+1%	+$14.9K	0.85%	22
2024 Q2	$955K	Buy	13,590 +687	+5%	+$48.1K	0.86%	20
2024 Q1	$933K	Buy	12,903 +518	+4%	+$37.4K	0.84%	21
2023 Q4	$924K	Buy	+12,385	New	+$849K	0.9%	19

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

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

Bennett Associates Wealth Management's BLV Position: Q4 2024 in Review

Bennett Associates Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2024, closing a stake of 13,793 shares — an estimated $1.04M sold.

Bennett Associates Wealth Management first reported a position in BLV in Q4 2023 and held it in 4 quarters. The position peaked at $1.04M in Q3 2024. 376 funds tracked by Wall St. Rank hold BLV as of Q4 2024.

Bennett Associates Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
Bennett Associates Wealth Management sold 13,793 Vanguard Long-Term Bond ETF shares in Q4 2024, an estimated $1.04M.
Bennett Associates Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and held it in 4 quarters.
Bennett Associates Wealth Management's Vanguard Long-Term Bond ETF position peaked at $1.04M in Q3 2024.
376 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2024.

Based on Bennett Associates Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.