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NewSquare Capital’s Vanguard Long-Term Bond ETF BLV Stock Holding History

NewSquare Capital’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
-23
Closed -$1.72K – 450
2023
Q4 		$1.72K Buy
+23
New +$1.58K ﹤0.01% 390
2018
Q1 		– Sell
-43
Closed -$4K – 332
2017
Q4 		$4K Buy
+43
New +$4.04K ﹤0.01% 285

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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 $20.9B AUM 19.34% 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

NewSquare Capital's BLV Position: Q1 2024 in Review

NewSquare Capital sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2024, closing a stake of 23 shares — an estimated $1.72K sold.

NewSquare Capital first reported a position in BLV in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q4 2017. 362 funds tracked by Wall St. Rank hold BLV as of Q1 2024.

  • NewSquare Capital reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • NewSquare Capital sold 23 Vanguard Long-Term Bond ETF shares in Q1 2024, an estimated $1.72K.
  • NewSquare Capital first reported a position in Vanguard Long-Term Bond ETF in Q4 2017 and held it in 2 quarters.
  • NewSquare Capital's Vanguard Long-Term Bond ETF position peaked at $4K in Q4 2017.
  • 362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2024.

Based on NewSquare Capital's 13F filing for Q1 2024, filed 8 May 2024.