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Safeguard Investment Advisory Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-213
Closed -$23K – 155
2020
Q4 		$23K Buy
+213
New +$23.7K 0.02% 287

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KIM
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LPL Financial
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Bank of New York Mellon
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Cambridge Investment Research Advisors
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Safeguard Investment Advisory Group's BLV Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2021, closing a stake of 213 shares — an estimated $23K sold.

Safeguard Investment Advisory Group first reported a position in BLV in Q4 2020 and held it in 1 quarter. The position peaked at $23K in Q4 2020. 243 funds tracked by Wall St. Rank hold BLV as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 213 Vanguard Long-Term Bond ETF shares in Q1 2021, an estimated $23K.
  • Safeguard Investment Advisory Group first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Vanguard Long-Term Bond ETF position peaked at $23K in Q4 2020.
  • 243 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.