HFS
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Heritage Financial Services’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Heritage Financial Services’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
-39
Closed -$3K – 110
2022
Q2 		$3K Buy
+39
New +$3.21K ﹤0.01% 384

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TAIM
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Ameriprise
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Osaic Holdings
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Morgan Stanley
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Bank of New York Mellon
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Heritage Financial Services's BLV Position: Q3 2022 in Review

Heritage Financial Services sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2022, closing a stake of 39 shares — an estimated $3K sold.

Heritage Financial Services first reported a position in BLV in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 249 funds tracked by Wall St. Rank hold BLV as of Q3 2022.

  • Heritage Financial Services reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 39 Vanguard Long-Term Bond ETF shares in Q3 2022, an estimated $3K.
  • Heritage Financial Services first reported a position in Vanguard Long-Term Bond ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Vanguard Long-Term Bond ETF position peaked at $3K in Q2 2022.
  • 249 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.