U.S. Capital Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

U.S. 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
2023 Q1	–	Sell	-20	Closed	-$1.45K	–	749
2022 Q4	$1.45K	Buy	+20	New	+$1.45K	﹤0.01%	1512

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

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

LNC

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

U.S. Capital Wealth Advisors's BLV Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2023, closing a stake of 20 shares — an estimated $1.45K sold.

U.S. Capital Wealth Advisors first reported a position in BLV in Q4 2022 and held it in 1 quarter. The position peaked at $1.45K in Q4 2022. 280 funds tracked by Wall St. Rank hold BLV as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 20 Vanguard Long-Term Bond ETF shares in Q1 2023, an estimated $1.45K.
U.S. Capital Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $1.45K in Q4 2022.
280 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.