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

Wiser Wealth Management’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
Q1 		– Sell
-46,239
Closed -$3.39M – 33
2023
Q4 		$3.39M Buy
46,239
+6,822
+17% +$467K 1.24% 11
2023
Q3 		$2.64M Buy
39,417
+1,426
+4% +$102K 1.07% 14
2023
Q2 		$2.85M Buy
37,991
+817
+2% +$61.3K 1.14% 14
2023
Q1 		$2.85M Buy
37,174
+2,818
+8% +$213K 1.22% 14
2022
Q4 		$2.49M Buy
34,356
+1,022
+3% +$74K 1.15% 16
2022
Q3 		$2.4M Buy
33,334
+1,948
+6% +$154K 1.25% 14
2022
Q2 		$2.5M Buy
31,386
+3,292
+12% +$271K 1.3% 16
2022
Q1 		$2.58M Sell
28,094
-1,193
-4% -$114K 1.19% 15
2021
Q4 		$3.01M Sell
29,287
-26,400
-47% -$2.73M 1.47% 14
2021
Q3 		$5.7M Buy
55,687
+6,109
+12% +$641K 3.04% 11
2021
Q2 		$5.11M Buy
49,578
+3,860
+8% +$386K 3.11% 11
2021
Q1 		$4.49M Sell
45,718
-13,637
-23% -$1.4M 3.08% 11
2020
Q4 		$6.51M Buy
+59,355
New +$6.61M 4.88% 8

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wiser Wealth Management's BLV Position: Q1 2024 in Review

Wiser Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2024, closing a stake of 46,239 shares — an estimated $3.39M sold.

Wiser Wealth Management first reported a position in BLV in Q4 2020 and held it in 13 quarters. The position peaked at $6.51M in Q4 2020. 362 funds tracked by Wall St. Rank hold BLV as of Q1 2024.

  • Wiser Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Wiser Wealth Management sold 46,239 Vanguard Long-Term Bond ETF shares in Q1 2024, an estimated $3.39M.
  • Wiser Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and held it in 13 quarters.
  • Wiser Wealth Management's Vanguard Long-Term Bond ETF position peaked at $6.51M in Q4 2020.
  • 362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2024.

Based on Wiser Wealth Management's 13F filing for Q1 2024, filed 19 Apr 2024.