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Henrickson Nauta Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Henrickson Nauta Wealth Advisors’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
-3,412
Closed -$254K – 73
2023
Q4 		$254K Buy
+3,412
New +$234K 0.12% 67

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Henrickson Nauta Wealth Advisors's BLV Position: Q1 2024 in Review

Henrickson Nauta Wealth Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2024, closing a stake of 3,412 shares — an estimated $254K sold.

Henrickson Nauta Wealth Advisors first reported a position in BLV in Q4 2023 and held it in 1 quarter. The position peaked at $254K in Q4 2023. 362 funds tracked by Wall St. Rank hold BLV as of Q1 2024.

  • Henrickson Nauta Wealth Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 3,412 Vanguard Long-Term Bond ETF shares in Q1 2024, an estimated $254K.
  • Henrickson Nauta Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and held it in 1 quarter.
  • Henrickson Nauta Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $254K in Q4 2023.
  • 362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2024.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.