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

Provence Wealth Management 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
2023
Q4 		$27.9K Hold
374
– – 0.02% 250
2023
Q3 		$25.1K Buy
+374
New +$26.7K 0.02% 245

Other funds holding BLV

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Provence Wealth Management Group's BLV Position: Q4 2023 in Review

Provence Wealth Management Group held its Vanguard Long-Term Bond ETF (BLV) position steady in Q4 2023 at 374 shares worth $27.9K. The position accounts for 0.02% of the portfolio, ranked #250.

Provence Wealth Management Group first reported a position in BLV in Q3 2023 and has held it in 2 quarters since. 365 funds tracked by Wall St. Rank hold BLV as of Q4 2023.

  • Provence Wealth Management Group held 374 shares of Vanguard Long-Term Bond ETF worth $27.9K as of Q4 2023.
  • Provence Wealth Management Group left its Vanguard Long-Term Bond ETF share count unchanged in Q4 2023.
  • Vanguard Long-Term Bond ETF made up 0.02% of Provence Wealth Management Group's portfolio in Q4 2023, its #250 holding.
  • Provence Wealth Management Group first reported a position in Vanguard Long-Term Bond ETF in Q3 2023 and has held it in 2 quarters since.
  • 365 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.