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

Ten Capital 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
2021 Q3	–	Sell	-29,743	Closed	-$3.06M	–	432
2021 Q2	$3.06M	Sell	29,743 -7,805	-21%	-$780K	0.69%	36
2021 Q1	$3.68M	Sell	37,548 -23,583	-39%	-$2.42M	0.9%	32
2020 Q4	$6.7M	Sell	61,131 -595	-1%	-$66.2K	1.87%	17
2020 Q3	$6.9M	Buy	+61,726	New	+$7.03M	2.32%	12

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 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 $377B AUM 19.32% 1-Year Est. Return

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

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

Ten Capital Wealth Advisors's BLV Position: Q3 2021 in Review

Ten Capital Wealth Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2021, closing a stake of 29,743 shares — an estimated $3.06M sold.

Ten Capital Wealth Advisors first reported a position in BLV in Q3 2020 and held it in 4 quarters. The position peaked at $6.9M in Q3 2020. 257 funds tracked by Wall St. Rank hold BLV as of Q3 2021.

Ten Capital Wealth Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2021 after selling out during the quarter.
Ten Capital Wealth Advisors sold 29,743 Vanguard Long-Term Bond ETF shares in Q3 2021, an estimated $3.06M.
Ten Capital Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q3 2020 and held it in 4 quarters.
Ten Capital Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $6.9M in Q3 2020.
257 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2021.

Based on Ten Capital Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.