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Capital Performance Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-88
Closed -$6.62K – 507
2024
Q3 		$6.62K Buy
+88
New +$6.47K ﹤0.01% 994

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Performance Advisors's BLV Position: Q4 2024 in Review

Capital Performance Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2024, closing a stake of 88 shares — an estimated $6.62K sold.

Capital Performance Advisors first reported a position in BLV in Q3 2024 and held it in 1 quarter. The position peaked at $6.62K in Q3 2024. 376 funds tracked by Wall St. Rank hold BLV as of Q4 2024.

  • Capital Performance Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 88 Vanguard Long-Term Bond ETF shares in Q4 2024, an estimated $6.62K.
  • Capital Performance Advisors first reported a position in Vanguard Long-Term Bond ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Vanguard Long-Term Bond ETF position peaked at $6.62K in Q3 2024.
  • 376 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.