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Moneta Group Investment Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Moneta Group Investment 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
Q1 		– Sell
-4,705
Closed -$351K – 612
2023
Q4 		$351K Sell
4,705
-656
-12% -$45K 0.01% 406
2023
Q3 		$360K Buy
5,361
+615
+13% +$43.8K 0.01% 375
2023
Q2 		$356K Buy
4,746
+61
+1% +$4.58K 0.01% 396
2023
Q1 		$359K Sell
4,685
-195
-4% -$14.7K 0.01% 380
2022
Q4 		$378K Buy
4,880
+57
+1% +$4.13K 0.01% 336
2022
Q3 		$347K Sell
4,823
-295
-6% -$23.3K 0.01% 323
2022
Q2 		$408K Sell
5,118
-139
-3% -$11.4K 0.01% 328
2022
Q1 		$482K Sell
5,257
-126
-2% -$12K 0.02% 296
2021
Q4 		$554K Buy
5,383
+135
+3% +$14K 0.02% 283
2021
Q3 		$537K Buy
5,248
+570
+12% +$59.8K 0.02% 269
2021
Q2 		$482K Sell
4,678
-651
-12% -$65.1K 0.02% 289
2021
Q1 		$523K Buy
5,329
+1,133
+27% +$116K 0.03% 258
2020
Q4 		$460K Buy
4,196
+1,156
+38% +$129K 0.03% 204
2020
Q3 		$340K Sell
3,040
-86
-3% -$9.79K 0.03% 211
2020
Q2 		$349K Buy
3,126
+53
+2% +$5.79K 0.03% 198
2020
Q1 		$328K Sell
3,073
-804
-21% -$84K 0.03% 193
2019
Q4 		$389K Sell
3,877
-77
-2% -$7.8K 0.03% 188
2019
Q3 		$406K Sell
3,954
-2,547
-39% -$256K 0.04% 181
2019
Q2 		$631K Buy
6,501
+1,975
+44% +$183K 0.06% 146
2019
Q1 		$417K Buy
+4,526
New +$401K 0.04% 155
2018
Q2 		– Sell
-476
Closed -$43K – 414
2018
Q1 		$43K Buy
476
+405
+570% +$36.9K 0.01% 333
2017
Q4 		$7K Buy
+71
New +$6.68K ﹤0.01% 359

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Moneta Group Investment Advisors's BLV Position: Q1 2024 in Review

Moneta Group Investment Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2024, closing a stake of 4,705 shares — an estimated $351K sold.

Moneta Group Investment Advisors first reported a position in BLV in Q4 2017 and held it in 22 quarters. The position peaked at $631K in Q2 2019. 362 funds tracked by Wall St. Rank hold BLV as of Q1 2024.

  • Moneta Group Investment Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 4,705 Vanguard Long-Term Bond ETF shares in Q1 2024, an estimated $351K.
  • Moneta Group Investment Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2017 and held it in 22 quarters.
  • Moneta Group Investment Advisors's Vanguard Long-Term Bond ETF position peaked at $631K in Q2 2019.
  • 362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2024.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2024, filed 13 Aug 2024.