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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 New York $609B AUM 40.19% 1-Year Est. Return

Fortis Advisors's BLV Position: Q2 2023 in Review

Fortis Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2023, closing a stake of 847 shares — an estimated $64.9K sold.

Fortis Advisors first reported a position in BLV in Q4 2019 and held it in 10 quarters. The position peaked at $214K in Q1 2020. 306 funds tracked by Wall St. Rank hold BLV as of Q2 2023.

Fortis Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 847 Vanguard Long-Term Bond ETF shares in Q2 2023, an estimated $64.9K.
Fortis Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and held it in 10 quarters.
Fortis Advisors's Vanguard Long-Term Bond ETF position peaked at $214K in Q1 2020.
306 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.