Clean Yield Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Clean Yield Group’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
2022 Q2	–	Sell	-582	Closed	-$53K	–	420
2022 Q1	$53K	Hold	582	–	–	0.02%	249
2021 Q4	$60K	Hold	582	–	–	0.02%	255
2021 Q3	$60K	Hold	582	–	–	0.02%	245
2021 Q2	$60K	Buy	+582	New	+$58.2K	0.02%	240

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clean Yield Group's BLV Position: Q2 2022 in Review

Clean Yield Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2022, closing a stake of 582 shares — an estimated $53K sold.

Clean Yield Group first reported a position in BLV in Q2 2021 and held it in 4 quarters. The position peaked at $60K in Q4 2021. 256 funds tracked by Wall St. Rank hold BLV as of Q2 2022.

Clean Yield Group reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Clean Yield Group sold 582 Vanguard Long-Term Bond ETF shares in Q2 2022, an estimated $53K.
Clean Yield Group first reported a position in Vanguard Long-Term Bond ETF in Q2 2021 and held it in 4 quarters.
Clean Yield Group's Vanguard Long-Term Bond ETF position peaked at $60K in Q4 2021.
256 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2022.

Based on Clean Yield Group's 13F filing for Q2 2022, filed 18 Jul 2022.