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

BKM 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
Q1 		– Sell
-10
Closed -$745 – 235
2023
Q4 		$745 Buy
+10
New +$685 ﹤0.01% 582

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BKM Wealth Management's BLV Position: Q1 2024 in Review

BKM Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2024, closing a stake of 10 shares — an estimated $745 sold.

BKM Wealth Management first reported a position in BLV in Q4 2023 and held it in 1 quarter. The position peaked at $745 in Q4 2023. 362 funds tracked by Wall St. Rank hold BLV as of Q1 2024.

  • BKM Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 10 Vanguard Long-Term Bond ETF shares in Q1 2024, an estimated $745.
  • BKM Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Vanguard Long-Term Bond ETF position peaked at $745 in Q4 2023.
  • 362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.