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Great Valley Advisor Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Great Valley Advisor Group’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
Q2 		– Sell
-2,610
Closed -$239K – 680
2022
Q1 		$239K Buy
2,610
+18
+0.7% +$1.72K 0.01% 529
2021
Q4 		$267K Buy
2,592
+78
+3% +$8.06K 0.02% 513
2021
Q3 		$257K Sell
2,514
-121
-5% -$12.7K 0.02% 501
2021
Q2 		$271K Buy
+2,635
New +$263K 0.02% 471

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

Great Valley Advisor Group's BLV Position: Q2 2022 in Review

Great Valley Advisor Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2022, closing a stake of 2,610 shares — an estimated $239K sold.

Great Valley Advisor Group first reported a position in BLV in Q2 2021 and held it in 4 quarters. The position peaked at $271K in Q2 2021. 256 funds tracked by Wall St. Rank hold BLV as of Q2 2022.

  • Great Valley Advisor Group reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Great Valley Advisor Group sold 2,610 Vanguard Long-Term Bond ETF shares in Q2 2022, an estimated $239K.
  • Great Valley Advisor Group first reported a position in Vanguard Long-Term Bond ETF in Q2 2021 and held it in 4 quarters.
  • Great Valley Advisor Group's Vanguard Long-Term Bond ETF position peaked at $271K in Q2 2021.
  • 256 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2022.

Based on Great Valley Advisor Group's 13F filing for Q2 2022, filed 19 Jul 2022.