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Valley Wealth Managers’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Valley Wealth Managers’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
Q2 		– Sell
-64
Closed -$4.91K – 339
2023
Q1 		$4.91K Buy
+64
New +$4.84K ﹤0.01% 306

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Valley Wealth Managers's BLV Position: Q2 2023 in Review

Valley Wealth Managers sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2023, closing a stake of 64 shares — an estimated $4.91K sold.

Valley Wealth Managers first reported a position in BLV in Q1 2023 and held it in 1 quarter. The position peaked at $4.91K in Q1 2023. 307 funds tracked by Wall St. Rank hold BLV as of Q2 2023.

  • Valley Wealth Managers reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Valley Wealth Managers sold 64 Vanguard Long-Term Bond ETF shares in Q2 2023, an estimated $4.91K.
  • Valley Wealth Managers first reported a position in Vanguard Long-Term Bond ETF in Q1 2023 and held it in 1 quarter.
  • Valley Wealth Managers's Vanguard Long-Term Bond ETF position peaked at $4.91K in Q1 2023.
  • 307 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2023.

Based on Valley Wealth Managers's 13F filing for Q2 2023, filed 28 Jul 2023.