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

Kellett 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
Q2 		– Sell
-6,305
Closed -$456K – 71
2024
Q1 		$456K Buy
+6,305
New +$455K 0.32% 43

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kellett Wealth Advisors's BLV Position: Q2 2024 in Review

Kellett Wealth Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2024, closing a stake of 6,305 shares — an estimated $456K sold.

Kellett Wealth Advisors first reported a position in BLV in Q1 2024 and held it in 1 quarter. The position peaked at $456K in Q1 2024. 367 funds tracked by Wall St. Rank hold BLV as of Q2 2024.

  • Kellett Wealth Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Kellett Wealth Advisors sold 6,305 Vanguard Long-Term Bond ETF shares in Q2 2024, an estimated $456K.
  • Kellett Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q1 2024 and held it in 1 quarter.
  • Kellett Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $456K in Q1 2024.
  • 367 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2024.

Based on Kellett Wealth Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.