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Tradition Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Tradition Wealth 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
2022
Q1 		– Sell
-79
Closed -$8K – 1158
2021
Q4 		$8K Buy
+79
New +$8.16K ﹤0.01% 949

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KIM
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LNC
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TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Tradition Wealth Management's BLV Position: Q1 2022 in Review

Tradition Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2022, closing a stake of 79 shares — an estimated $8K sold.

Tradition Wealth Management first reported a position in BLV in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 261 funds tracked by Wall St. Rank hold BLV as of Q1 2022.

  • Tradition Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 79 Vanguard Long-Term Bond ETF shares in Q1 2022, an estimated $8K.
  • Tradition Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2021 and held it in 1 quarter.
  • Tradition Wealth Management's Vanguard Long-Term Bond ETF position peaked at $8K in Q4 2021.
  • 261 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2022.

Based on Tradition Wealth Management's 13F filing for Q1 2022, filed 11 May 2022.