TCWP’s Vanguard Long-Term Bond ETF BLV Stock Holding History

TCWP’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
2022 Q2	–	Sell	-152	Closed	-$13K	–	460
2022 Q1	$13K	Buy	+152	New	+$14.5K	﹤0.01%	801

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCWP's BLV Position: Q2 2022 in Review

TCWP sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2022, closing a stake of 152 shares — an estimated $13K sold.

TCWP first reported a position in BLV in Q1 2022 and held it in 1 quarter. The position peaked at $13K in Q1 2022. 256 funds tracked by Wall St. Rank hold BLV as of Q2 2022.

TCWP reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 152 Vanguard Long-Term Bond ETF shares in Q2 2022, an estimated $13K.
TCWP first reported a position in Vanguard Long-Term Bond ETF in Q1 2022 and held it in 1 quarter.
TCWP's Vanguard Long-Term Bond ETF position peaked at $13K in Q1 2022.
256 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.