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Carolinas Wealth Consulting’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-171
Closed -$12.8K – 1052
2023
Q4 		$12.8K Buy
+171
New +$11.7K ﹤0.01% 506

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LNC
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Morgan Stanley
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Bank of America
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carolinas Wealth Consulting's BLV Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2024, closing a stake of 171 shares — an estimated $12.8K sold.

Carolinas Wealth Consulting first reported a position in BLV in Q4 2023 and held it in 1 quarter. The position peaked at $12.8K in Q4 2023. 362 funds tracked by Wall St. Rank hold BLV as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 171 Vanguard Long-Term Bond ETF shares in Q1 2024, an estimated $12.8K.
  • Carolinas Wealth Consulting first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Vanguard Long-Term Bond ETF position peaked at $12.8K in Q4 2023.
  • 362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.