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

SeaCrest 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
2022
Q3 		– Sell
-1,795
Closed -$143K – 734
2022
Q2 		$143K Buy
+1,795
New +$148K 0.02% 728
2020
Q4 		– Sell
-1,880
Closed -$210K – 626
2020
Q3 		$210K Sell
1,880
-105
-5% -$12K 0.03% 498
2020
Q2 		$222K Buy
+1,985
New +$217K 0.04% 473

Other funds holding BLV

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Wells Fargo
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SeaCrest Wealth Management's BLV Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2022, closing a stake of 1,795 shares — an estimated $143K sold.

SeaCrest Wealth Management first reported a position in BLV in Q2 2020 and held it in 3 quarters. The position peaked at $222K in Q2 2020. 249 funds tracked by Wall St. Rank hold BLV as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,795 Vanguard Long-Term Bond ETF shares in Q3 2022, an estimated $143K.
  • SeaCrest Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2020 and held it in 3 quarters.
  • SeaCrest Wealth Management's Vanguard Long-Term Bond ETF position peaked at $222K in Q2 2020.
  • 249 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.