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Concord Wealth Partners’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Concord Wealth Partners’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
2021
Q2 		– Sell
-45
Closed -$4K – 1044
2021
Q1 		$4K Buy
+45
New +$4.62K ﹤0.01% 698

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Concord Wealth Partners's BLV Position: Q2 2021 in Review

Concord Wealth Partners sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2021, closing a stake of 45 shares — an estimated $4K sold.

Concord Wealth Partners first reported a position in BLV in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 253 funds tracked by Wall St. Rank hold BLV as of Q2 2021.

  • Concord Wealth Partners reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 45 Vanguard Long-Term Bond ETF shares in Q2 2021, an estimated $4K.
  • Concord Wealth Partners first reported a position in Vanguard Long-Term Bond ETF in Q1 2021 and held it in 1 quarter.
  • Concord Wealth Partners's Vanguard Long-Term Bond ETF position peaked at $4K in Q1 2021.
  • 253 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2021.

Based on Concord Wealth Partners's 13F filing for Q2 2021, filed 29 Jul 2021.