Stordahl Capital Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Stordahl Capital 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
2024 Q3	–	Sell	-10,404	Closed	-$731K	–	52
2024 Q2	$731K	Hold	10,404	–	–	0.18%	30
2024 Q1	$753K	Buy	10,404 +117	+1%	+$8.44K	0.19%	30
2023 Q4	$767K	Buy	10,287 +235	+2%	+$16.1K	0.21%	30
2023 Q3	$674K	Hold	10,052	–	–	0.2%	31
2023 Q2	$753K	Buy	10,052 +76	+0.8%	+$5.71K	0.22%	31
2023 Q1	$765K	Buy	+9,976	New	+$754K	0.23%	32

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stordahl Capital Management's BLV Position: Q3 2024 in Review

Stordahl Capital Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2024, closing a stake of 10,404 shares — an estimated $731K sold.

Stordahl Capital Management first reported a position in BLV in Q1 2023 and held it in 6 quarters. The position peaked at $767K in Q4 2023. 364 funds tracked by Wall St. Rank hold BLV as of Q3 2024.

Stordahl Capital Management reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
Stordahl Capital Management sold 10,404 Vanguard Long-Term Bond ETF shares in Q3 2024, an estimated $731K.
Stordahl Capital Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2023 and held it in 6 quarters.
Stordahl Capital Management's Vanguard Long-Term Bond ETF position peaked at $767K in Q4 2023.
364 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2024.

Based on Stordahl Capital Management's 13F filing for Q3 2024, filed 8 Oct 2024.