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

Wealth Quarterback’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
2020
Q2 		– Sell
-81
Closed -$62 – 182
2020
Q1 		$62 Buy
81
+1
+1% +$104 ﹤0.01% 947
2019
Q4 		$8.04K Buy
+80
New +$8.1K 0.01% 571

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealth Quarterback's BLV Position: Q2 2020 in Review

Wealth Quarterback sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2020, closing a stake of 81 shares — an estimated $62 sold.

Wealth Quarterback first reported a position in BLV in Q4 2019 and held it in 2 quarters. The position peaked at $8.04K in Q4 2019. 218 funds tracked by Wall St. Rank hold BLV as of Q2 2020.

  • Wealth Quarterback reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Wealth Quarterback sold 81 Vanguard Long-Term Bond ETF shares in Q2 2020, an estimated $62.
  • Wealth Quarterback first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and held it in 2 quarters.
  • Wealth Quarterback's Vanguard Long-Term Bond ETF position peaked at $8.04K in Q4 2019.
  • 218 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2020.

Based on Wealth Quarterback's 13F filing for Q2 2020, filed 17 Aug 2020.