VCM
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Virtue Capital Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Virtue Capital 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
2018
Q2 		– Sell
-311
Closed -$28K – 227
2018
Q1 		$28K Sell
311
-761
-71% -$69.4K 0.01% 285
2017
Q4 		$102K Buy
+1,072
New +$101K 0.06% 219

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LPL Financial
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BCMIO
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Cambridge Investment Research Advisors
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QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Virtue Capital Management's BLV Position: Q2 2018 in Review

Virtue Capital Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2018, closing a stake of 311 shares — an estimated $28K sold.

Virtue Capital Management first reported a position in BLV in Q4 2017 and held it in 2 quarters. The position peaked at $102K in Q4 2017. 143 funds tracked by Wall St. Rank hold BLV as of Q2 2018.

  • Virtue Capital Management reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Virtue Capital Management sold 311 Vanguard Long-Term Bond ETF shares in Q2 2018, an estimated $28K.
  • Virtue Capital Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2017 and held it in 2 quarters.
  • Virtue Capital Management's Vanguard Long-Term Bond ETF position peaked at $102K in Q4 2017.
  • 143 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2018.

Based on Virtue Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.