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Capital Wealth Planning’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Capital Wealth Planning’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
2019
Q3 		– Sell
-2,125
Closed -$206K – 266
2019
Q2 		$206K Buy
+2,125
New +$197K 0.01% 229

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Capital Wealth Planning's BLV Position: Q3 2019 in Review

Capital Wealth Planning sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2019, closing a stake of 2,125 shares — an estimated $206K sold.

Capital Wealth Planning first reported a position in BLV in Q2 2019 and held it in 1 quarter. The position peaked at $206K in Q2 2019. 171 funds tracked by Wall St. Rank hold BLV as of Q3 2019.

  • Capital Wealth Planning reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Capital Wealth Planning sold 2,125 Vanguard Long-Term Bond ETF shares in Q3 2019, an estimated $206K.
  • Capital Wealth Planning first reported a position in Vanguard Long-Term Bond ETF in Q2 2019 and held it in 1 quarter.
  • Capital Wealth Planning's Vanguard Long-Term Bond ETF position peaked at $206K in Q2 2019.
  • 171 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2019.

Based on Capital Wealth Planning's 13F filing for Q3 2019, filed 12 Nov 2019.