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Fortis Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Fortis Advisors’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
2023
Q2 		– Sell
-847
Closed -$64.9K – 108
2023
Q1 		$64.9K Hold
847
– – 0.04% 148
2022
Q4 		$61.3K Sell
847
-964
-53% -$69.8K 0.05% 148
2022
Q3 		$130K Buy
1,811
+17
+0.9% +$1.34K 0.09% 106
2022
Q2 		$143K Buy
1,794
+18
+1% +$1.48K 0.09% 107
2022
Q1 		$163K Buy
1,776
+8
+0.5% +$763 0.09% 116
2021
Q4 		$182K Buy
1,768
+308
+21% +$31.8K 0.11% 101
2021
Q3 		$149K Buy
1,460
+925
+173% +$97.1K 0.09% 109
2021
Q2 		$55K Buy
+535
New +$53.5K 0.03% 177
2020
Q2 		– Sell
-2,004
Closed -$214K – 185
2020
Q1 		$214K Buy
2,004
+10
+0.5% +$1.04K 0.14% 71
2019
Q4 		$200K Buy
+1,994
New +$202K 0.12% 115

Other funds holding BLV

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return