Householder Group Estate & Retirement Specialist’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-998	Closed	-$75K	–	606
2024 Q3	$75K	Buy	998 +11	+1%	+$808	0.02%	412
2024 Q2	$69K	Buy	987 +10	+1%	+$700	0.02%	422
2024 Q1	$70.7K	Buy	977 +55	+6%	+$3.97K	0.02%	417
2023 Q4	$68K	Buy	922 +117	+15%	+$8.02K	0.02%	404
2023 Q3	$54K	Buy	+805	New	+$57.4K	0.02%	432
2023 Q1	$63K	Buy	+828	New	+$62.6K	0.02%	392
2022 Q4	–	Sell	-772	Closed	-$55K	–	408
2022 Q3	$55K	Buy	+772	New	+$61K	0.02%	380

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BLV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2024, closing a stake of 998 shares — an estimated $75K sold.

Householder Group Estate & Retirement Specialist first reported a position in BLV in Q3 2022 and held it in 7 quarters. The position peaked at $75K in Q3 2024. 376 funds tracked by Wall St. Rank hold BLV as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 998 Vanguard Long-Term Bond ETF shares in Q4 2024, an estimated $75K.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Long-Term Bond ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Vanguard Long-Term Bond ETF position peaked at $75K in Q3 2024.
376 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.