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

Selective 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 Q4	–	Sell	-1,574	Closed	-$113K	–	188
2022 Q3	$113K	Sell	1,574 -90	-5%	-$7.12K	0.05%	191
2022 Q2	$133K	Buy	1,664 +902	+118%	+$74.2K	0.05%	190
2022 Q1	$70K	Buy	762 +553	+265%	+$52.7K	0.03%	249
2021 Q4	$22K	Buy	+209	New	+$21.6K	0.01%	394
2020 Q3	–	Sell	-180	Closed	-$20K	–	322
2020 Q2	$20K	Buy	+180	New	+$19.7K	0.02%	174

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

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

LNC

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Selective Wealth Management's BLV Position: Q4 2022 in Review

Selective Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2022, closing a stake of 1,574 shares — an estimated $113K sold.

Selective Wealth Management first reported a position in BLV in Q2 2020 and held it in 5 quarters. The position peaked at $133K in Q2 2022. 268 funds tracked by Wall St. Rank hold BLV as of Q4 2022.

Selective Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,574 Vanguard Long-Term Bond ETF shares in Q4 2022, an estimated $113K.
Selective Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2020 and held it in 5 quarters.
Selective Wealth Management's Vanguard Long-Term Bond ETF position peaked at $133K in Q2 2022.
268 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.