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SWA
SOA Wealth Advisors’s
Vanguard Long-Term Bond ETF
BLV
Stock Holding History
SOA Wealth Advisors’s Portfolio
BLV Stock Details
BLV Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$216
Hold
3
–
–
﹤0.01%
808
2025
Q4
$217
Hold
3
–
–
﹤0.01%
808
2025
Q3
$217
Hold
3
–
–
﹤0.01%
836
2025
Q2
$211
Hold
3
–
–
﹤0.01%
819
2025
Q1
$211
Hold
3
–
–
﹤0.01%
826
2024
Q4
$204
Hold
3
–
–
﹤0.01%
822
2024
Q3
$220
Hold
3
–
–
﹤0.01%
788
2024
Q2
$204
Hold
3
–
–
﹤0.01%
802
2024
Q1
$207
Hold
3
–
–
﹤0.01%
852
2023
Q4
$212
Hold
3
–
–
﹤0.01%
849
2023
Q3
$188
Hold
3
–
–
﹤0.01%
878
2023
Q2
$208
Hold
3
–
–
﹤0.01%
879
2023
Q1
$210
Hold
3
–
–
﹤0.01%
903
2022
Q4
$198
Buy
3
+1
+50%
+$72
﹤0.01%
907
2022
Q3
$0
Hold
2
–
–
﹤0.01%
834
2022
Q2
$0
Hold
2
–
–
﹤0.01%
823
2022
Q1
$0
Hold
2
–
–
﹤0.01%
904
2021
Q4
$0
Hold
2
–
–
﹤0.01%
878
2021
Q3
$0
Hold
2
–
–
﹤0.01%
895
2021
Q2
$0
Hold
2
–
–
﹤0.01%
866
2021
Q1
$0
Hold
2
–
–
﹤0.01%
812
2020
Q4
$0
Buy
+2
New
+$223
﹤0.01%
793
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1-Year Est. Return
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$544B AUM
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1-Year Est. Return
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$530B AUM
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1-Year Est. Return
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$1.37T AUM
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1-Year Est. Return
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1-Year Est. Return
Goldman Sachs
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$871B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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