Capital Asset Advisory Services’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Capital Asset Advisory Services’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 Q3	–	Sell	-63	Closed	-$5K	–	469
2022 Q2	$5K	Sell	63 -486	-89%	-$40K	﹤0.01%	503
2022 Q1	$50K	Sell	549 -3	-0.5%	-$286	0.01%	433
2021 Q4	$57K	Sell	552 -347	-39%	-$35.9K	0.01%	449
2021 Q3	$92K	Buy	899 +13	+1%	+$1.36K	0.01%	467
2021 Q2	$91K	Sell	886 -30	-3%	-$3K	0.01%	491
2021 Q1	$90K	Buy	916 +433	+90%	+$44.4K	0.01%	471
2020 Q4	$53K	Buy	483 +28	+6%	+$3.12K	0.01%	600
2020 Q3	$51K	Sell	455 -34	-7%	-$3.87K	0.01%	377
2020 Q2	$56K	Sell	489 -172	-26%	-$18.8K	0.01%	398
2020 Q1	$71K	Sell	661 -941	-59%	-$98.3K	0.02%	345
2019 Q4	$168K	Buy	+1,602	New	+$162K	0.04%	358

Other funds holding BLV

Envestnet Asset Management

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return