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Confluence Wealth Services’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-1,274
Closed -$131K – 350
2021
Q4 		$131K Buy
+1,274
New +$132K 0.04% 286

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Confluence Wealth Services's BLV Position: Q1 2022 in Review

Confluence Wealth Services sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2022, closing a stake of 1,274 shares — an estimated $131K sold.

Confluence Wealth Services first reported a position in BLV in Q4 2021 and held it in 1 quarter. The position peaked at $131K in Q4 2021. 261 funds tracked by Wall St. Rank hold BLV as of Q1 2022.

  • Confluence Wealth Services reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 1,274 Vanguard Long-Term Bond ETF shares in Q1 2022, an estimated $131K.
  • Confluence Wealth Services first reported a position in Vanguard Long-Term Bond ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Vanguard Long-Term Bond ETF position peaked at $131K in Q4 2021.
  • 261 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.