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Snowden Capital Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Snowden Capital Advisors’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
2023
Q3 		– Sell
-3,702
Closed -$277K – 1064
2023
Q2 		$277K Buy
3,702
+22
+0.6% +$1.65K 0.01% 984
2023
Q1 		$282K Buy
3,680
+501
+16% +$37.9K 0.01% 966
2022
Q4 		$230K Sell
3,179
-563
-15% -$40.8K 0.01% 1021
2022
Q3 		$269K Sell
3,742
-306
-8% -$24.2K 0.01% 936
2022
Q2 		$322K Sell
4,048
-770
-16% -$63.4K 0.01% 827
2022
Q1 		$441K Buy
4,818
+1,515
+46% +$144K 0.02% 672
2021
Q4 		$340K Sell
3,303
-380
-10% -$39.3K 0.02% 533
2021
Q3 		$377K Buy
3,683
+362
+11% +$38K 0.02% 613
2021
Q2 		$342K Buy
3,321
+1,178
+55% +$118K 0.02% 663
2021
Q1 		$210K Buy
+2,143
New +$220K 0.01% 748
2018
Q2 		– Sell
-5,258
Closed -$478K – 435
2018
Q1 		$478K Buy
+5,258
New +$479K 0.07% 273

Other funds holding BLV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Snowden Capital Advisors's BLV Position: Q3 2023 in Review

Snowden Capital Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2023, closing a stake of 3,702 shares — an estimated $277K sold.

Snowden Capital Advisors first reported a position in BLV in Q1 2018 and held it in 11 quarters. The position peaked at $478K in Q1 2018. 299 funds tracked by Wall St. Rank hold BLV as of Q3 2023.

  • Snowden Capital Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Snowden Capital Advisors sold 3,702 Vanguard Long-Term Bond ETF shares in Q3 2023, an estimated $277K.
  • Snowden Capital Advisors first reported a position in Vanguard Long-Term Bond ETF in Q1 2018 and held it in 11 quarters.
  • Snowden Capital Advisors's Vanguard Long-Term Bond ETF position peaked at $478K in Q1 2018.
  • 299 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2023.

Based on Snowden Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.