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Everhart Financial Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Everhart Financial 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
2025
Q3 		– Sell
-3,286
Closed -$229K – 391
2025
Q2 		$229K Sell
3,286
-29
-0.9% -$1.98K 0.03% 320
2025
Q1 		$233K Buy
+3,315
New +$230K 0.03% 300

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Everhart Financial Group's BLV Position: Q3 2025 in Review

Everhart Financial Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2025, closing a stake of 3,286 shares — an estimated $229K sold.

Everhart Financial Group first reported a position in BLV in Q1 2025 and held it in 2 quarters. The position peaked at $233K in Q1 2025. 379 funds tracked by Wall St. Rank hold BLV as of Q3 2025.

  • Everhart Financial Group reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Everhart Financial Group sold 3,286 Vanguard Long-Term Bond ETF shares in Q3 2025, an estimated $229K.
  • Everhart Financial Group first reported a position in Vanguard Long-Term Bond ETF in Q1 2025 and held it in 2 quarters.
  • Everhart Financial Group's Vanguard Long-Term Bond ETF position peaked at $233K in Q1 2025.
  • 379 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2025.

Based on Everhart Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.