Moseley Investment Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Moseley Investment 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
2021 Q2	–	Sell	-6,526	Closed	-$640K	–	179
2021 Q1	$640K	Buy	6,526 +345	+6%	+$35.4K	0.35%	77
2020 Q4	$678K	Sell	6,181 -4,168	-40%	-$464K	0.39%	73
2020 Q3	$1.16M	Buy	10,349 +4,800	+87%	+$547K	0.82%	34
2020 Q2	$620K	Buy	5,549 +2,056	+59%	+$225K	0.51%	57
2020 Q1	$373K	Buy	3,493 +1,423	+69%	+$149K	0.44%	67
2019 Q4	$208K	Buy	+2,070	New	+$210K	0.2%	120

Other funds holding BLV

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

TAIM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Moseley Investment Management's BLV Position: Q2 2021 in Review

Moseley Investment Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2021, closing a stake of 6,526 shares — an estimated $640K sold.

Moseley Investment Management first reported a position in BLV in Q4 2019 and held it in 6 quarters. The position peaked at $1.16M in Q3 2020. 253 funds tracked by Wall St. Rank hold BLV as of Q2 2021.

Moseley Investment Management reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
Moseley Investment Management sold 6,526 Vanguard Long-Term Bond ETF shares in Q2 2021, an estimated $640K.
Moseley Investment Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and held it in 6 quarters.
Moseley Investment Management's Vanguard Long-Term Bond ETF position peaked at $1.16M in Q3 2020.
253 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2021.

Based on Moseley Investment Management's 13F filing for Q2 2021, filed 11 Aug 2021.