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Csenge Advisory Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Csenge Advisory Group’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
2024
Q4 		– Sell
-2,952
Closed -$214K – 702
2024
Q3 		$214K Buy
+2,952
New +$217K 0.01% 655
2022
Q2 		– Sell
-2,995
Closed -$275K – 580
2022
Q1 		$275K Buy
+2,995
New +$286K 0.02% 516
2021
Q4 		– Sell
-4,771
Closed -$491K – 554
2021
Q3 		$491K Buy
+4,771
New +$501K 0.04% 365
2020
Q3 		– Sell
-3,111
Closed -$347K – 394
2020
Q2 		$347K Buy
+3,111
New +$340K 0.05% 254

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Csenge Advisory Group's BLV Position: Q4 2024 in Review

Csenge Advisory Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2024, closing a stake of 2,952 shares — an estimated $214K sold.

Csenge Advisory Group first reported a position in BLV in Q2 2020 and held it in 4 quarters. The position peaked at $491K in Q3 2021. 376 funds tracked by Wall St. Rank hold BLV as of Q4 2024.

  • Csenge Advisory Group reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Csenge Advisory Group sold 2,952 Vanguard Long-Term Bond ETF shares in Q4 2024, an estimated $214K.
  • Csenge Advisory Group first reported a position in Vanguard Long-Term Bond ETF in Q2 2020 and held it in 4 quarters.
  • Csenge Advisory Group's Vanguard Long-Term Bond ETF position peaked at $491K in Q3 2021.
  • 376 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2024.

Based on Csenge Advisory Group's 13F filing for Q4 2024, filed 30 Jan 2025.