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

Perigon 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
2021
Q1 		– Sell
-1,823
Closed -$200K – 555
2020
Q4 		$200K Buy
+1,823
New +$203K 0.02% 398

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KIM
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Perigon Wealth Management's BLV Position: Q1 2021 in Review

Perigon Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2021, closing a stake of 1,823 shares — an estimated $200K sold.

Perigon Wealth Management first reported a position in BLV in Q4 2020 and held it in 1 quarter. The position peaked at $200K in Q4 2020. 243 funds tracked by Wall St. Rank hold BLV as of Q1 2021.

  • Perigon Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 1,823 Vanguard Long-Term Bond ETF shares in Q1 2021, an estimated $200K.
  • Perigon Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's Vanguard Long-Term Bond ETF position peaked at $200K in Q4 2020.
  • 243 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.