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Syntegra Private Wealth Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Syntegra Private Wealth Group’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
-3,362
Closed -$252K – 126
2023
Q2 		$252K Buy
+3,362
New +$252K 0.04% 118

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Envestnet Portfolio Solutions
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LNC
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Syntegra Private Wealth Group's BLV Position: Q3 2023 in Review

Syntegra Private Wealth Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2023, closing a stake of 3,362 shares — an estimated $252K sold.

Syntegra Private Wealth Group first reported a position in BLV in Q2 2023 and held it in 1 quarter. The position peaked at $252K in Q2 2023. 300 funds tracked by Wall St. Rank hold BLV as of Q3 2023.

  • Syntegra Private Wealth Group reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Syntegra Private Wealth Group sold 3,362 Vanguard Long-Term Bond ETF shares in Q3 2023, an estimated $252K.
  • Syntegra Private Wealth Group first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and held it in 1 quarter.
  • Syntegra Private Wealth Group's Vanguard Long-Term Bond ETF position peaked at $252K in Q2 2023.
  • 300 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2023.

Based on Syntegra Private Wealth Group's 13F filing for Q3 2023, filed 18 Oct 2023.