Guardian Wealth Advisors (North Carolina)’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2024 Q1	–	Sell	-322	Closed	-$22.7K	–	457
2023 Q4	$22.7K	Hold	322	–	–	﹤0.01%	346
2023 Q3	$22.7K	Hold	322	–	–	﹤0.01%	329
2023 Q2	$24.1K	Hold	322	–	–	﹤0.01%	314
2023 Q1	$24.7K	Hold	322	–	–	﹤0.01%	305
2022 Q4	$23.3K	Hold	322	–	–	﹤0.01%	287
2022 Q3	$23K	Buy	+322	New	+$25.5K	﹤0.01%	264

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina)'s BLV Position: Q1 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2024, closing a stake of 322 shares — an estimated $22.7K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in BLV in Q3 2022 and held it in 6 quarters. The position peaked at $24.7K in Q1 2023. 362 funds tracked by Wall St. Rank hold BLV as of Q1 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 322 Vanguard Long-Term Bond ETF shares in Q1 2024, an estimated $22.7K.
Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Long-Term Bond ETF in Q3 2022 and held it in 6 quarters.
Guardian Wealth Advisors (North Carolina)'s Vanguard Long-Term Bond ETF position peaked at $24.7K in Q1 2023.
362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2024, filed 15 May 2024.