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Wagner Wealth Management (South Carolina)’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Wagner Wealth Management (South Carolina)’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
-275
Closed -$27K – 683
2021
Q1 		$27K Buy
+275
New +$28.2K 0.02% 311

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KIM
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LNC
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TAIM
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s BLV Position: Q2 2021 in Review

Wagner Wealth Management (South Carolina) sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2021, closing a stake of 275 shares — an estimated $27K sold.

Wagner Wealth Management (South Carolina) first reported a position in BLV in Q1 2021 and held it in 1 quarter. The position peaked at $27K in Q1 2021. 253 funds tracked by Wall St. Rank hold BLV as of Q2 2021.

  • Wagner Wealth Management (South Carolina) reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 275 Vanguard Long-Term Bond ETF shares in Q2 2021, an estimated $27K.
  • Wagner Wealth Management (South Carolina) first reported a position in Vanguard Long-Term Bond ETF in Q1 2021 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s Vanguard Long-Term Bond ETF position peaked at $27K in Q1 2021.
  • 253 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2021.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2021, filed 13 Aug 2021.