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WESPAC Advisors SoCal’s Vanguard Long-Term Bond ETF BLV Stock Holding History

WESPAC Advisors SoCal’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
2019
Q2 		– Sell
-8
Closed – – 109
2019
Q1 		$0 Buy
+8
New +$709 ﹤0.01% 337
2016
Q2 		– Sell
-83
Closed -$7.72K – 283
2016
Q1 		$7.72K Buy
+83
New +$7.46K 0.01% 220

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BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WESPAC Advisors SoCal's BLV Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2019, closing a stake of 8 shares.

WESPAC Advisors SoCal first reported a position in BLV in Q1 2016 and held it in 2 quarters. The position peaked at $7.72K in Q1 2016. 170 funds tracked by Wall St. Rank hold BLV as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 8 Vanguard Long-Term Bond ETF shares in Q2 2019.
  • WESPAC Advisors SoCal first reported a position in Vanguard Long-Term Bond ETF in Q1 2016 and held it in 2 quarters.
  • WESPAC Advisors SoCal's Vanguard Long-Term Bond ETF position peaked at $7.72K in Q1 2016.
  • 170 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.