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Clear Perspectives Financial Planning’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Clear Perspectives 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
2023
Q1 		– Sell
-12
Closed -$869 – 203
2022
Q4 		$869 Buy
+12
New +$869 ﹤0.01% 197

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LNC
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Morgan Stanley
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TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clear Perspectives Financial Planning's BLV Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2023, closing a stake of 12 shares — an estimated $869 sold.

Clear Perspectives Financial Planning first reported a position in BLV in Q4 2022 and held it in 1 quarter. The position peaked at $869 in Q4 2022. 280 funds tracked by Wall St. Rank hold BLV as of Q1 2023.

  • Clear Perspectives Financial Planning reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 12 Vanguard Long-Term Bond ETF shares in Q1 2023, an estimated $869.
  • Clear Perspectives Financial Planning first reported a position in Vanguard Long-Term Bond ETF in Q4 2022 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's Vanguard Long-Term Bond ETF position peaked at $869 in Q4 2022.
  • 280 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.