Ritter Daniher Financial Advisory’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Ritter Daniher Financial Advisory’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
2022 Q1	–	Sell	-1,430	Closed	-$147K	–	248
2021 Q4	$147K	Hold	1,430	–	–	0.1%	70
2021 Q3	$146K	Hold	1,430	–	–	0.11%	66
2021 Q2	$147K	Buy	+1,430	New	+$143K	0.11%	63

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ritter Daniher Financial Advisory's BLV Position: Q1 2022 in Review

Ritter Daniher Financial Advisory sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2022, closing a stake of 1,430 shares — an estimated $147K sold.

Ritter Daniher Financial Advisory first reported a position in BLV in Q2 2021 and held it in 3 quarters. The position peaked at $147K in Q4 2021. 261 funds tracked by Wall St. Rank hold BLV as of Q1 2022.

Ritter Daniher Financial Advisory reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 1,430 Vanguard Long-Term Bond ETF shares in Q1 2022, an estimated $147K.
Ritter Daniher Financial Advisory first reported a position in Vanguard Long-Term Bond ETF in Q2 2021 and held it in 3 quarters.
Ritter Daniher Financial Advisory's Vanguard Long-Term Bond ETF position peaked at $147K in Q4 2021.
261 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2022.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2022, filed 12 May 2022.