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Wealth Management Associates’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Wealth Management Associates’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
2024
Q4 		– Sell
-3,480
Closed -$262K – 211
2024
Q3 		$262K Buy
+3,480
New +$256K 0.12% 170

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LNC
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Wells Fargo
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Management Associates's BLV Position: Q4 2024 in Review

Wealth Management Associates sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2024, closing a stake of 3,480 shares — an estimated $262K sold.

Wealth Management Associates first reported a position in BLV in Q3 2024 and held it in 1 quarter. The position peaked at $262K in Q3 2024. 376 funds tracked by Wall St. Rank hold BLV as of Q4 2024.

  • Wealth Management Associates reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Wealth Management Associates sold 3,480 Vanguard Long-Term Bond ETF shares in Q4 2024, an estimated $262K.
  • Wealth Management Associates first reported a position in Vanguard Long-Term Bond ETF in Q3 2024 and held it in 1 quarter.
  • Wealth Management Associates's Vanguard Long-Term Bond ETF position peaked at $262K in Q3 2024.
  • 376 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2024.

Based on Wealth Management Associates's 13F filing for Q4 2024, filed 28 May 2025.