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

Meridian 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
2022 Q3	–	Sell	-2,657	Closed	-$212K	–	502
2022 Q2	$212K	Buy	+2,657	New	+$219K	0.02%	504
2022 Q1	–	Sell	-2,294	Closed	-$237K	–	403
2021 Q4	$237K	Buy	+2,294	New	+$237K	0.03%	360
2019 Q3	–	Sell	-1,121	Closed	-$109K	–	227
2019 Q2	$109K	Buy	+1,121	New	+$104K	0.04%	266

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Meridian Wealth Management's BLV Position: Q3 2022 in Review

Meridian Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2022, closing a stake of 2,657 shares — an estimated $212K sold.

Meridian Wealth Management first reported a position in BLV in Q2 2019 and held it in 3 quarters. The position peaked at $237K in Q4 2021. 249 funds tracked by Wall St. Rank hold BLV as of Q3 2022.

Meridian Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Meridian Wealth Management sold 2,657 Vanguard Long-Term Bond ETF shares in Q3 2022, an estimated $212K.
Meridian Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2019 and held it in 3 quarters.
Meridian Wealth Management's Vanguard Long-Term Bond ETF position peaked at $237K in Q4 2021.
249 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2022.

Based on Meridian Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.