Founders Capital Management (Texas)’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Founders Capital Management (Texas)’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 Q1	–	Sell	-150	Closed	-$11K	–	387
2022 Q4	$11K	Hold	150	–	–	0.01%	290
2022 Q3	$11K	Hold	150	–	–	0.01%	282
2022 Q2	$12K	Hold	150	–	–	0.01%	288
2022 Q1	$15K	Hold	150	–	–	0.01%	241
2021 Q4	$15K	Hold	150	–	–	0.01%	241
2021 Q3	$15K	Hold	150	–	–	0.01%	239
2021 Q2	$15K	Hold	150	–	–	0.01%	232
2021 Q1	$15K	Hold	150	–	–	0.01%	220
2020 Q4	$16K	Buy	+150	New	+$16.7K	0.01%	211
2020 Q1	$16K	Hold	150	–	–	0.02%	172
2019 Q4	$15K	Hold	150	–	–	0.01%	212
2019 Q3	$15K	Hold	150	–	–	0.01%	205
2019 Q2	$15K	Hold	150	–	–	0.01%	208
2019 Q1	$14K	Hold	150	–	–	0.01%	223
2018 Q4	$13K	Hold	150	–	–	0.01%	215
2018 Q3	$13K	Hold	150	–	–	0.01%	218
2018 Q2	$13K	Hold	150	–	–	0.01%	226
2018 Q1	$14K	Sell	150 -1	-0.7%	-$91	0.01%	248
2017 Q4	$14K	Buy	151 +1	+0.7%	+$94	0.01%	242
2017 Q3	$14K	Hold	150	–	–	0.01%	241
2017 Q2	$14K	Hold	150	–	–	0.01%	239
2017 Q1	$14K	Buy	+150	New	+$13.4K	0.01%	246

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Founders Capital Management (Texas)'s BLV Position: Q1 2023 in Review

Founders Capital Management (Texas) sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2023, closing a stake of 150 shares — an estimated $11K sold.

Founders Capital Management (Texas) first reported a position in BLV in Q1 2017 and held it in 22 quarters. The position peaked at $16K in Q4 2020. 280 funds tracked by Wall St. Rank hold BLV as of Q1 2023.

Founders Capital Management (Texas) reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
Founders Capital Management (Texas) sold 150 Vanguard Long-Term Bond ETF shares in Q1 2023, an estimated $11K.
Founders Capital Management (Texas) first reported a position in Vanguard Long-Term Bond ETF in Q1 2017 and held it in 22 quarters.
Founders Capital Management (Texas)'s Vanguard Long-Term Bond ETF position peaked at $16K in Q4 2020.
280 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2023.

Based on Founders Capital Management (Texas)'s 13F filing for Q1 2023, filed 12 Apr 2023.