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Flaharty Asset Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Flaharty Asset 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
2024
Q4 		– Sell
-131
Closed -$9.85K – 166
2024
Q3 		$9.85K Buy
+131
New +$9.63K ﹤0.01% 322

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flaharty Asset Management's BLV Position: Q4 2024 in Review

Flaharty Asset Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2024, closing a stake of 131 shares — an estimated $9.85K sold.

Flaharty Asset Management first reported a position in BLV in Q3 2024 and held it in 1 quarter. The position peaked at $9.85K in Q3 2024. 376 funds tracked by Wall St. Rank hold BLV as of Q4 2024.

  • Flaharty Asset Management reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Flaharty Asset Management sold 131 Vanguard Long-Term Bond ETF shares in Q4 2024, an estimated $9.85K.
  • Flaharty Asset Management first reported a position in Vanguard Long-Term Bond ETF in Q3 2024 and held it in 1 quarter.
  • Flaharty Asset Management's Vanguard Long-Term Bond ETF position peaked at $9.85K in Q3 2024.
  • 376 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2024.

Based on Flaharty Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.