Clear Perspective Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Clear Perspective Advisors’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
2018 Q3	–	Sell	-20	Closed	-$2K	–	171
2018 Q2	$2K	Hold	20	–	–	﹤0.01%	457
2018 Q1	$2K	Sell	20 -180	-90%	-$16.4K	﹤0.01%	447
2017 Q4	$19K	Hold	200	–	–	0.01%	293
2017 Q3	$19K	Hold	200	–	–	0.02%	288
2017 Q2	$19K	Sell	200 -250	-56%	-$23K	0.02%	291
2017 Q1	$41K	Hold	450	–	–	0.03%	224
2016 Q4	$40K	Buy	+450	New	+$41.4K	0.03%	217

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Clear Perspective Advisors's BLV Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2018, closing a stake of 20 shares — an estimated $2K sold.

Clear Perspective Advisors first reported a position in BLV in Q4 2016 and held it in 7 quarters. The position peaked at $41K in Q1 2017. 148 funds tracked by Wall St. Rank hold BLV as of Q3 2018.

Clear Perspective Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 20 Vanguard Long-Term Bond ETF shares in Q3 2018, an estimated $2K.
Clear Perspective Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Vanguard Long-Term Bond ETF position peaked at $41K in Q1 2017.
148 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.