Valeo Financial Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Valeo Financial 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 Q2	–	Sell	-242	Closed	-$24K	–	680
2021 Q1	$24K	Hold	242	–	–	﹤0.01%	1112
2020 Q4	$27K	Sell	242 -6	-2%	-$668	﹤0.01%	947
2020 Q3	$28K	Buy	248 +6	+2%	+$683	﹤0.01%	831
2020 Q2	$27K	Hold	242	–	–	﹤0.01%	947
2020 Q1	$27K	Sell	242 -3	-1%	-$313	﹤0.01%	794
2019 Q4	$25K	Buy	245 +243	+12,150%	+$24.6K	﹤0.01%	862
2019 Q3	$0	Hold	2	–	–	﹤0.01%	1558
2019 Q2	$0	Buy	+2	New	+$186	﹤0.01%	1561
2018 Q4	–	Sell	-36	Closed	-$3K	–	1501
2018 Q3	$3K	Buy	36 +2	+6%	+$177	﹤0.01%	1327
2018 Q2	$3K	Buy	34 +16	+89%	+$1.42K	﹤0.01%	1239
2018 Q1	$2K	Hold	18	–	–	﹤0.01%	1308
2017 Q4	$2K	Buy	+18	New	+$1.69K	﹤0.01%	1167

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Valeo Financial Advisors's BLV Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2021, closing a stake of 242 shares — an estimated $24K sold.

Valeo Financial Advisors first reported a position in BLV in Q4 2017 and held it in 12 quarters. The position peaked at $28K in Q3 2020. 253 funds tracked by Wall St. Rank hold BLV as of Q2 2021.

Valeo Financial Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 242 Vanguard Long-Term Bond ETF shares in Q2 2021, an estimated $24K.
Valeo Financial Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2017 and held it in 12 quarters.
Valeo Financial Advisors's Vanguard Long-Term Bond ETF position peaked at $28K in Q3 2020.
253 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.