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Wetzel Investment Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-14
Closed -$1.01K – 214
2024
Q2 		$1.01K Hold
14
– – ﹤0.01% 819
2024
Q1 		$957 Hold
14
– – ﹤0.01% 937
2023
Q4 		$1K Buy
+14
New +$959 ﹤0.01% 926

Other funds holding BLV

Envestnet Asset Management
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wetzel Investment Advisors's BLV Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2024, closing a stake of 14 shares — an estimated $1.01K sold.

Wetzel Investment Advisors first reported a position in BLV in Q4 2023 and held it in 3 quarters. The position peaked at $1.01K in Q2 2024. 364 funds tracked by Wall St. Rank hold BLV as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 14 Vanguard Long-Term Bond ETF shares in Q3 2024, an estimated $1.01K.
  • Wetzel Investment Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Vanguard Long-Term Bond ETF position peaked at $1.01K in Q2 2024.
  • 364 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.