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

Element Wealth’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	-54	Closed	-$4K	–	200
2022 Q3	$4K	Buy	+54	New	+$4.27K	﹤0.01%	181

Other funds holding BLV

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Element Wealth's BLV Position: Q4 2022 in Review

Element Wealth sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2022, closing a stake of 54 shares — an estimated $4K sold.

Element Wealth first reported a position in BLV in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 269 funds tracked by Wall St. Rank hold BLV as of Q4 2022.

Element Wealth reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
Element Wealth sold 54 Vanguard Long-Term Bond ETF shares in Q4 2022, an estimated $4K.
Element Wealth first reported a position in Vanguard Long-Term Bond ETF in Q3 2022 and held it in 1 quarter.
Element Wealth's Vanguard Long-Term Bond ETF position peaked at $4K in Q3 2022.
269 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2022.

Based on Element Wealth's 13F filing for Q4 2022, filed 17 Jan 2023.