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Patten Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Patten Group’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
Q3 		– Sell
-3,927
Closed -$276K – 245
2024
Q2 		$276K Sell
3,927
-1,455
-27% -$102K 0.07% 227
2024
Q1 		$389K Sell
5,382
-4,004
-43% -$289K 0.1% 190
2023
Q4 		$700K Sell
9,386
-6,162
-40% -$422K 0.19% 138
2023
Q3 		$1.04M Buy
+15,548
New +$1.11M 0.31% 99
2019
Q1 		– Sell
-30
Closed -$3K – 231
2018
Q4 		$3K Buy
+30
New +$2.56K ﹤0.01% 505

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 $20.9B AUM 19.34% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Patten Group's BLV Position: Q3 2024 in Review

Patten Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2024, closing a stake of 3,927 shares — an estimated $276K sold.

Patten Group first reported a position in BLV in Q4 2018 and held it in 5 quarters. The position peaked at $1.04M in Q3 2023. 364 funds tracked by Wall St. Rank hold BLV as of Q3 2024.

  • Patten Group reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Patten Group sold 3,927 Vanguard Long-Term Bond ETF shares in Q3 2024, an estimated $276K.
  • Patten Group first reported a position in Vanguard Long-Term Bond ETF in Q4 2018 and held it in 5 quarters.
  • Patten Group's Vanguard Long-Term Bond ETF position peaked at $1.04M in Q3 2023.
  • 364 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2024.

Based on Patten Group's 13F filing for Q3 2024, filed 8 Oct 2024.