CFFP
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Center for Financial Planning’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Center for Financial 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
2024
Q3 		– Sell
-600
Closed -$42.2K – 585
2024
Q2 		$42.2K Hold
600
– – 0.01% 258
2024
Q1 		$43.4K Hold
600
– – 0.01% 256
2023
Q4 		$44.7K Buy
+600
New +$41.1K 0.01% 231

Other funds holding BLV

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
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

Center for Financial Planning's BLV Position: Q3 2024 in Review

Center for Financial Planning sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2024, closing a stake of 600 shares — an estimated $42.2K sold.

Center for Financial Planning first reported a position in BLV in Q4 2023 and held it in 3 quarters. The position peaked at $44.7K in Q4 2023. 364 funds tracked by Wall St. Rank hold BLV as of Q3 2024.

  • Center for Financial Planning reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Center for Financial Planning sold 600 Vanguard Long-Term Bond ETF shares in Q3 2024, an estimated $42.2K.
  • Center for Financial Planning first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and held it in 3 quarters.
  • Center for Financial Planning's Vanguard Long-Term Bond ETF position peaked at $44.7K in Q4 2023.
  • 364 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2024.

Based on Center for Financial Planning's 13F filing for Q3 2024, filed 16 Oct 2024.