Register Financial Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-156	Closed	-$11K	–	355
2024 Q2	$11K	Buy	156 +2	+1%	+$140	0.01%	521
2024 Q1	$11.2K	Buy	+154	New	+$11.1K	0.01%	533
2023 Q4	–	Sell	-288	Closed	-$19.3K	–	344
2023 Q3	$19.3K	Buy	288 +231	+405%	+$16.5K	0.01%	348
2023 Q2	$4.29K	Buy	57 +36	+171%	+$2.7K	﹤0.01%	465
2023 Q1	$1.62K	Buy	+21	New	+$1.59K	﹤0.01%	503

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

LNC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Register Financial Advisors's BLV Position: Q3 2024 in Review

Register Financial Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2024, closing a stake of 156 shares — an estimated $11K sold.

Register Financial Advisors first reported a position in BLV in Q1 2023 and held it in 5 quarters. The position peaked at $19.3K in Q3 2023. 364 funds tracked by Wall St. Rank hold BLV as of Q3 2024.

Register Financial Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
Register Financial Advisors sold 156 Vanguard Long-Term Bond ETF shares in Q3 2024, an estimated $11K.
Register Financial Advisors first reported a position in Vanguard Long-Term Bond ETF in Q1 2023 and held it in 5 quarters.
Register Financial Advisors's Vanguard Long-Term Bond ETF position peaked at $19.3K in Q3 2023.
364 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.