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

Sutton Wealth 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	$3.29K	Hold	49	–	–	﹤0.01%	650
2023 Q2	$3.67K	Hold	49	–	–	﹤0.01%	612
2023 Q1	$3.75K	Buy	+49	New	+$3.7K	﹤0.01%	559

Other funds holding BLV

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Sutton Wealth Advisors's BLV Position: Q3 2023 in Review

Sutton Wealth Advisors held its Vanguard Long-Term Bond ETF (BLV) position steady in Q3 2023 at 49 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Sutton Wealth Advisors first reported a position in BLV in Q1 2023 and has held it in 3 quarters since. The position peaked at $3.75K in Q1 2023. 300 funds tracked by Wall St. Rank hold BLV as of Q3 2023.

Sutton Wealth Advisors held 49 shares of Vanguard Long-Term Bond ETF worth $3.29K as of Q3 2023.
Sutton Wealth Advisors left its Vanguard Long-Term Bond ETF share count unchanged in Q3 2023.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #650 holding.
Sutton Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q1 2023 and has held it in 3 quarters since.
Sutton Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $3.75K in Q1 2023.
300 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.