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LifeSteps Financial’s Vanguard Long-Term Bond ETF BLV Stock Holding History

LifeSteps Financial’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
Q4 		– Sell
-4,660
Closed -$335K – 71
2022
Q3 		$335K Buy
+4,660
New +$368K 0.38% 50

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LifeSteps Financial's BLV Position: Q4 2022 in Review

LifeSteps Financial sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2022, closing a stake of 4,660 shares — an estimated $335K sold.

LifeSteps Financial first reported a position in BLV in Q3 2022 and held it in 1 quarter. The position peaked at $335K in Q3 2022. 269 funds tracked by Wall St. Rank hold BLV as of Q4 2022.

  • LifeSteps Financial reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
  • LifeSteps Financial sold 4,660 Vanguard Long-Term Bond ETF shares in Q4 2022, an estimated $335K.
  • LifeSteps Financial first reported a position in Vanguard Long-Term Bond ETF in Q3 2022 and held it in 1 quarter.
  • LifeSteps Financial's Vanguard Long-Term Bond ETF position peaked at $335K in Q3 2022.
  • 269 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2022.

Based on LifeSteps Financial's 13F filing for Q4 2022, filed 18 Jan 2023.