HGWM
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Harvest Group Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Harvest Group Wealth Management’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
2019
Q3 		– Sell
-16
Closed -$1K – 1025
2019
Q2 		$1K Buy
+16
New +$1.49K ﹤0.01% 671

Other funds holding BLV

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Harvest Group Wealth Management's BLV Position: Q3 2019 in Review

Harvest Group Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2019, closing a stake of 16 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in BLV in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 171 funds tracked by Wall St. Rank hold BLV as of Q3 2019.

  • Harvest Group Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 16 Vanguard Long-Term Bond ETF shares in Q3 2019, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2019 and held it in 1 quarter.
  • Harvest Group Wealth Management's Vanguard Long-Term Bond ETF position peaked at $1K in Q2 2019.
  • 171 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2019.

Based on Harvest Group Wealth Management's 13F filing for Q3 2019, filed 1 Nov 2019.