BFG
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Berger Financial Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Berger Financial Group’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
2022
Q1 		– Sell
-2,327
Closed -$239K – 271
2021
Q4 		$239K Sell
2,327
-1,710
-42% -$177K 0.03% 235
2021
Q3 		$413K Sell
4,037
-212
-5% -$22.3K 0.07% 132
2021
Q2 		$438K Hold
4,249
– – 0.08% 129
2021
Q1 		$417K Sell
4,249
-580
-12% -$59.5K 0.09% 128
2020
Q4 		$529K Buy
+4,829
New +$538K 0.09% 123

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Berger Financial Group's BLV Position: Q1 2022 in Review

Berger Financial Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2022, closing a stake of 2,327 shares — an estimated $239K sold.

Berger Financial Group first reported a position in BLV in Q4 2020 and held it in 5 quarters. The position peaked at $529K in Q4 2020. 261 funds tracked by Wall St. Rank hold BLV as of Q1 2022.

  • Berger Financial Group reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Berger Financial Group sold 2,327 Vanguard Long-Term Bond ETF shares in Q1 2022, an estimated $239K.
  • Berger Financial Group first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and held it in 5 quarters.
  • Berger Financial Group's Vanguard Long-Term Bond ETF position peaked at $529K in Q4 2020.
  • 261 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2022.

Based on Berger Financial Group's 13F filing for Q1 2022, filed 10 May 2022.