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Graves Light Lenhart Wealth’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Graves Light Lenhart Wealth’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
Q3 		– Sell
-706
Closed -$56K – 214
2022
Q2 		$56K Hold
706
– – 0.01% 295
2022
Q1 		$65K Hold
706
– – 0.01% 321
2021
Q4 		$73K Buy
+706
New +$73K 0.01% 350

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Graves Light Lenhart Wealth's BLV Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2022, closing a stake of 706 shares — an estimated $56K sold.

Graves Light Lenhart Wealth first reported a position in BLV in Q4 2021 and held it in 3 quarters. The position peaked at $73K in Q4 2021. 249 funds tracked by Wall St. Rank hold BLV as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 706 Vanguard Long-Term Bond ETF shares in Q3 2022, an estimated $56K.
  • Graves Light Lenhart Wealth first reported a position in Vanguard Long-Term Bond ETF in Q4 2021 and held it in 3 quarters.
  • Graves Light Lenhart Wealth's Vanguard Long-Term Bond ETF position peaked at $73K in Q4 2021.
  • 249 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.