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Heritage Wealth Management (Arizona)’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Heritage Wealth Management (Arizona)’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
-664
Closed -$52.9K – 1016
2022
Q2 		$52.9K Hold
664
– – 0.02% 411
2022
Q1 		$61K Buy
+664
New +$63.3K 0.02% 441

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KIM
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LNC
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LPL Financial
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TAIM
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Ameriprise
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BLV Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2022, closing a stake of 664 shares — an estimated $52.9K sold.

Heritage Wealth Management (Arizona) first reported a position in BLV in Q1 2022 and held it in 2 quarters. The position peaked at $61K in Q1 2022. 249 funds tracked by Wall St. Rank hold BLV as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 664 Vanguard Long-Term Bond ETF shares in Q3 2022, an estimated $52.9K.
  • Heritage Wealth Management (Arizona) first reported a position in Vanguard Long-Term Bond ETF in Q1 2022 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s Vanguard Long-Term Bond ETF position peaked at $61K in Q1 2022.
  • 249 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.