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

Fingerlakes Wealth Management’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
Q2 		– Sell
-3,536
Closed -$324K – 91
2022
Q1 		$324K Sell
3,536
-101
-3% -$9.63K 0.38% 69
2021
Q4 		$342K Buy
+3,637
New +$376K 0.39% 68

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KIM
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TAIM
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fingerlakes Wealth Management's BLV Position: Q2 2022 in Review

Fingerlakes Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2022, closing a stake of 3,536 shares — an estimated $324K sold.

Fingerlakes Wealth Management first reported a position in BLV in Q4 2021 and held it in 2 quarters. The position peaked at $342K in Q4 2021. 256 funds tracked by Wall St. Rank hold BLV as of Q2 2022.

  • Fingerlakes Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Fingerlakes Wealth Management sold 3,536 Vanguard Long-Term Bond ETF shares in Q2 2022, an estimated $324K.
  • Fingerlakes Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2021 and held it in 2 quarters.
  • Fingerlakes Wealth Management's Vanguard Long-Term Bond ETF position peaked at $342K in Q4 2021.
  • 256 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2022.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.