Core Wealth Advisors (Florida)’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Core Wealth Advisors (Florida)’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	-30	Closed	-$2.17K	–	260
2022 Q4	$2.17K	Hold	30	–	–	﹤0.01%	236
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	201
2022 Q2	$2K	Buy	+30	New	+$2.47K	﹤0.01%	197

Other funds holding BLV

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LNC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAIM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Core Wealth Advisors (Florida)'s BLV Position: Q1 2023 in Review

Core Wealth Advisors (Florida) sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2023, closing a stake of 30 shares — an estimated $2.17K sold.

Core Wealth Advisors (Florida) first reported a position in BLV in Q2 2022 and held it in 3 quarters. The position peaked at $2.17K in Q4 2022. 280 funds tracked by Wall St. Rank hold BLV as of Q1 2023.

Core Wealth Advisors (Florida) reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 30 Vanguard Long-Term Bond ETF shares in Q1 2023, an estimated $2.17K.
Core Wealth Advisors (Florida) first reported a position in Vanguard Long-Term Bond ETF in Q2 2022 and held it in 3 quarters.
Core Wealth Advisors (Florida)'s Vanguard Long-Term Bond ETF position peaked at $2.17K in Q4 2022.
280 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2023, filed 27 Apr 2023.