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CarsonAllaria Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

CarsonAllaria Wealth Management’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
2023
Q3 		– Sell
-170
Closed -$12.8K – 368
2023
Q2 		$12.8K Buy
170
+2
+1% +$150 0.01% 205
2023
Q1 		$12.9K Buy
+168
New +$12.7K 0.01% 194

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CarsonAllaria Wealth Management's BLV Position: Q3 2023 in Review

CarsonAllaria Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2023, closing a stake of 170 shares — an estimated $12.8K sold.

CarsonAllaria Wealth Management first reported a position in BLV in Q1 2023 and held it in 2 quarters. The position peaked at $12.9K in Q1 2023. 300 funds tracked by Wall St. Rank hold BLV as of Q3 2023.

  • CarsonAllaria Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 170 Vanguard Long-Term Bond ETF shares in Q3 2023, an estimated $12.8K.
  • CarsonAllaria Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2023 and held it in 2 quarters.
  • CarsonAllaria Wealth Management's Vanguard Long-Term Bond ETF position peaked at $12.9K in Q1 2023.
  • 300 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.