Jamison Private Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Jamison Private 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
2024 Q4	–	Sell	-364	Closed	-$27.3K	–	236
2024 Q3	$27.3K	Buy	364 +33	+10%	+$2.42K	﹤0.01%	284
2024 Q2	$23.3K	Buy	331 +117	+55%	+$8.19K	﹤0.01%	287
2024 Q1	$15.5K	Buy	214 +32	+18%	+$2.31K	﹤0.01%	310
2023 Q4	$13.6K	Buy	182 +50	+38%	+$3.43K	﹤0.01%	290
2023 Q3	$8.84K	Buy	+132	New	+$9.41K	﹤0.01%	302

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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 $544B AUM 28.31% 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

Jamison Private Wealth Management's BLV Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2024, closing a stake of 364 shares — an estimated $27.3K sold.

Jamison Private Wealth Management first reported a position in BLV in Q3 2023 and held it in 5 quarters. The position peaked at $27.3K in Q3 2024. 376 funds tracked by Wall St. Rank hold BLV as of Q4 2024.

Jamison Private Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 364 Vanguard Long-Term Bond ETF shares in Q4 2024, an estimated $27.3K.
Jamison Private Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q3 2023 and held it in 5 quarters.
Jamison Private Wealth Management's Vanguard Long-Term Bond ETF position peaked at $27.3K in Q3 2024.
376 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.