Wela Strategies’s Vanguard Long-Term Bond ETF BLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.84M | Buy |
25,941
+635
| +3% | +$44.1K | 0.7% | 20 |
|
|
2025
Q2 | $1.76M | Sell |
25,306
-85
| -0.3% | -$5.8K | 0.69% | 20 |
|
|
2025
Q1 | $1.79M | Buy |
25,391
+2,834
| +13% | +$197K | 0.75% | 20 |
|
|
2024
Q4 | $1.54M | Sell |
22,557
-624
| -3% | -$44.5K | 0.67% | 21 |
|
|
2024
Q3 | $1.74M | Sell |
23,181
-6,177
| -21% | -$454K | 0.76% | 20 |
|
|
2024
Q2 | $2.06M | Buy |
29,358
+621
| +2% | +$43.5K | 0.96% | 20 |
|
|
2024
Q1 | $2.08M | Sell |
28,737
-1,964
| -6% | -$142K | 0.98% | 20 |
|
|
2023
Q4 | $2.29M | Sell |
30,701
-188
| -0.6% | -$12.9K | 1.23% | 17 |
|
|
2023
Q3 | $2.07M | Sell |
30,889
-276
| -0.9% | -$19.7K | 1.24% | 18 |
|
|
2023
Q2 | $2.33M | Buy |
31,165
+2,072
| +7% | +$156K | 1.8% | 15 |
|
|
2023
Q1 | $2.23M | Buy |
29,093
+15,754
| +118% | +$1.19M | 1.19% | 18 |
|
|
2022
Q4 | $966K | Sell |
13,339
-722
| -5% | -$52.3K | 0.54% | 22 |
|
|
2022
Q3 | $1.01M | Buy |
14,061
+517
| +4% | +$40.9K | 0.69% | 19 |
|
|
2022
Q2 | $1.08M | Sell |
13,544
-590
| -4% | -$48.6K | 0.63% | 19 |
|
|
2022
Q1 | $1.3M | Buy |
14,134
+907
| +7% | +$86.5K | 0.67% | 19 |
|
|
2021
Q4 | $1.36M | Sell |
13,227
-1,292
| -9% | -$134K | 0.67% | 19 |
|
|
2021
Q3 | $1.49M | Sell |
14,519
-1,011
| -7% | -$106K | 0.78% | 19 |
|
|
2021
Q2 | $1.6M | Sell |
15,530
-32
| -0.2% | -$3.2K | 0.65% | 19 |
|
|
2021
Q1 | $1.53M | Sell |
15,562
-6,566
| -30% | -$674K | 0.82% | 19 |
|
|
2020
Q4 | $2.43M | Buy |
22,128
+1,294
| +6% | +$144K | 1.4% | 18 |
|
|
2020
Q3 | $2.33M | Sell |
20,834
-484
| -2% | -$55.1K | 1.48% | 18 |
|
|
2020
Q2 | $2.38M | Buy |
21,318
+2,121
| +11% | +$232K | 1.51% | 17 |
|
|
2020
Q1 | $2.05M | Sell |
19,197
-2,703
| -12% | -$282K | 1.49% | 17 |
|
|
2019
Q4 | $2.2M | Buy |
21,900
+1,064
| +5% | +$108K | 1.3% | 17 |
|
|
2019
Q3 | $2.14M | Buy |
20,836
+899
| +5% | +$90.3K | 1.32% | 17 |
|
|
2019
Q2 | $1.94M | Buy |
19,937
+42
| +0.2% | +$3.9K | 1.23% | 19 |
|
|
2019
Q1 | $1.83M | Buy |
19,895
+8,441
| +74% | +$749K | 1.22% | 19 |
|
|
2018
Q4 | $1M | Sell |
11,454
-97
| -0.8% | -$8.27K | 0.76% | 20 |
|
|
2018
Q3 | $1.01M | Sell |
11,551
-19
| -0.2% | -$1.68K | 0.71% | 19 |
|
|
2018
Q2 | $1.03M | Sell |
11,570
-176
| -1% | -$15.6K | 0.76% | 18 |
|
|
2018
Q1 | $1.07M | Buy |
11,746
+1,590
| +16% | +$145K | 0.86% | 18 |
|
|
2017
Q4 | $966K | Buy |
10,156
+158
| +2% | +$14.9K | 0.76% | 21 |
|
|
2017
Q3 | $937K | Sell |
9,998
-1,543
| -13% | -$144K | 0.88% | 23 |
|
|
2017
Q2 | $1.07M | Sell |
11,541
-306
| -3% | -$28.1K | 0.99% | 18 |
|
|
2017
Q1 | $1.07M | Buy |
+11,847
| New | +$1.06M | 1.05% | 18 |
|
Other funds holding BLV
LNC
KIM
BCMIO
Wela Strategies's BLV Position: Q3 2025 in Review
Wela Strategies increased its Vanguard Long-Term Bond ETF (BLV) stake by 2.5% in Q3 2025, buying an estimated $44.1K and bringing the position to 25,941 shares worth $1.84M. The position accounts for 0.7% of the portfolio, ranked #20.
Wela Strategies first reported a position in BLV in Q1 2017 and has held it in 35 quarters since. The position peaked at $2.43M in Q4 2020. 379 funds tracked by Wall St. Rank hold BLV as of Q3 2025.
- Wela Strategies held 25,941 shares of Vanguard Long-Term Bond ETF worth $1.84M as of Q3 2025.
- Wela Strategies bought 635 Vanguard Long-Term Bond ETF shares in Q3 2025, an estimated $44.1K.
- Vanguard Long-Term Bond ETF made up 0.7% of Wela Strategies's portfolio in Q3 2025, its #20 holding.
- Wela Strategies first reported a position in Vanguard Long-Term Bond ETF in Q1 2017 and has held it in 35 quarters since.
- Wela Strategies's Vanguard Long-Term Bond ETF position peaked at $2.43M in Q4 2020.
- 379 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2025.
Based on Wela Strategies's 13F filing for Q3 2025, filed 24 Oct 2025.