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

Simplicity Wealth’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
2024
Q3 		– Sell
-8,542
Closed -$600K – 564
2024
Q2 		$600K Sell
8,542
-1,913
-18% -$134K 0.01% 683
2024
Q1 		$756K Buy
+10,455
New +$754K 0.02% 598

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Simplicity Wealth's BLV Position: Q3 2024 in Review

Simplicity Wealth sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2024, closing a stake of 8,542 shares — an estimated $600K sold.

Simplicity Wealth first reported a position in BLV in Q1 2024 and held it in 2 quarters. The position peaked at $756K in Q1 2024. 364 funds tracked by Wall St. Rank hold BLV as of Q3 2024.

  • Simplicity Wealth reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 8,542 Vanguard Long-Term Bond ETF shares in Q3 2024, an estimated $600K.
  • Simplicity Wealth first reported a position in Vanguard Long-Term Bond ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Vanguard Long-Term Bond ETF position peaked at $756K in Q1 2024.
  • 364 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.