Bogart Wealth LLC’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Bogart Wealth LLC’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
2026 Q2	$3.86K	Hold	56	–	–	﹤0.01%	1281
2026 Q1	$3.85K	Hold	56	–	–	﹤0.01%	1132
2025 Q4	$3.89K	Hold	56	–	–	﹤0.01%	1055
2025 Q3	$3.97K	Hold	56	–	–	﹤0.01%	1022
2025 Q2	$3.89K	Hold	56	–	–	﹤0.01%	992
2025 Q1	$3.94K	Hold	56	–	–	﹤0.01%	944
2024 Q4	$3.83K	Hold	56	–	–	﹤0.01%	950
2024 Q3	$4.21K	Hold	56	–	–	﹤0.01%	865
2024 Q2	$3.94K	Buy	+56	New	+$3.92K	﹤0.01%	836

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LNC

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Bogart Wealth LLC's BLV Position: Q2 2026 in Review

Bogart Wealth LLC held its Vanguard Long-Term Bond ETF (BLV) position steady in Q2 2026 at 56 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Bogart Wealth LLC first reported a position in BLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.21K in Q3 2024. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Bogart Wealth LLC held 56 shares of Vanguard Long-Term Bond ETF worth $3.86K as of Q2 2026.
Bogart Wealth LLC left its Vanguard Long-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1281 holding.
Bogart Wealth LLC first reported a position in Vanguard Long-Term Bond ETF in Q2 2024 and has held it in 9 quarters since.
Bogart Wealth LLC's Vanguard Long-Term Bond ETF position peaked at $4.21K in Q3 2024.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.