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Denver PWM’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Denver PWM’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
Q4 		– Sell
-10,844
Closed -$791K – 102
2022
Q3 		$791K Buy
10,844
+42
+0.4% +$3.32K 0.44% 49
2022
Q2 		$873K Sell
10,802
-155
-1% -$12.8K 0.41% 49
2022
Q1 		$1.01M Buy
10,957
+329
+3% +$31.4K 0.4% 47
2021
Q4 		$1.08M Buy
10,628
+781
+8% +$80.7K 0.41% 51
2021
Q3 		$1.01M Buy
9,847
+152
+2% +$16K 0.42% 49
2021
Q2 		$998K Buy
+9,695
New +$969K 0.42% 50
2021
Q1 		– Sell
-7,358
Closed -$804K – 76
2020
Q4 		$804K Buy
+7,358
New +$819K 0.4% 50

Other funds holding BLV

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