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Delos Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Delos Wealth Advisors’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
-75
Closed -$5.43K – 395
2022
Q4 		$5.43K Sell
75
-31
-29% -$2.24K 0.01% 174
2022
Q3 		$8K Buy
+106
New +$8.38K 0.01% 145

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
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
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

Delos Wealth Advisors's BLV Position: Q1 2023 in Review

Delos Wealth Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2023, closing a stake of 75 shares — an estimated $5.43K sold.

Delos Wealth Advisors first reported a position in BLV in Q3 2022 and held it in 2 quarters. The position peaked at $8K in Q3 2022. 280 funds tracked by Wall St. Rank hold BLV as of Q1 2023.

  • Delos Wealth Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Delos Wealth Advisors sold 75 Vanguard Long-Term Bond ETF shares in Q1 2023, an estimated $5.43K.
  • Delos Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q3 2022 and held it in 2 quarters.
  • Delos Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $8K in Q3 2022.
  • 280 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2023.

Based on Delos Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.