Boston Family Office’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Boston Family Office’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	-5,727	Closed	-$414K	–	265
2024 Q1	$414K	Hold	5,727	–	–	0.03%	205
2023 Q4	$427K	Hold	5,727	–	–	0.03%	205
2023 Q3	$384K	Buy	5,727 +551	+11%	+$39.3K	0.03%	207
2023 Q2	$388K	Sell	5,176 -438	-8%	-$32.9K	0.03%	212
2023 Q1	$430K	Sell	5,614 -1,298	-19%	-$98.1K	0.03%	204
2022 Q4	$501K	Buy	6,912 +298	+5%	+$21.6K	0.04%	196
2022 Q3	$476K	Buy	6,614 +2,038	+45%	+$161K	0.04%	195
2022 Q2	$365K	Sell	4,576 -292	-6%	-$24K	0.03%	217
2022 Q1	$446K	Buy	4,868 +590	+14%	+$56.3K	0.03%	213
2021 Q4	$440K	Buy	4,278 +238	+6%	+$24.6K	0.03%	221
2021 Q3	$413K	Hold	4,040	–	–	0.03%	219
2021 Q2	$416K	Buy	4,040 +245	+6%	+$24.5K	0.03%	218
2021 Q1	$354K	Buy	+3,795	New	+$389K	0.03%	229

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

Boston Family Office's BLV Position: Q2 2024 in Review

Boston Family Office sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2024, closing a stake of 5,727 shares — an estimated $414K sold.

Boston Family Office first reported a position in BLV in Q1 2021 and held it in 13 quarters. The position peaked at $501K in Q4 2022. 367 funds tracked by Wall St. Rank hold BLV as of Q2 2024.

Boston Family Office reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
Boston Family Office sold 5,727 Vanguard Long-Term Bond ETF shares in Q2 2024, an estimated $414K.
Boston Family Office first reported a position in Vanguard Long-Term Bond ETF in Q1 2021 and held it in 13 quarters.
Boston Family Office's Vanguard Long-Term Bond ETF position peaked at $501K in Q4 2022.
367 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2024.

Based on Boston Family Office's 13F filing for Q2 2024, filed 12 Aug 2024.