Capital Advisors Wealth Management, LLC BLV Holdings History
Capital Advisors Wealth Management, LLC's Vanguard Long-Term Bond ETF Holding Summary
As of 2025-03-31, Capital Advisors Wealth Management, LLC held 231,024.00 shares of Vanguard Long-Term Bond ETF(BLV), totaling $16.27 Mil. This investment constitutes 2.87% of their stock portfolio, and Capital Advisors Wealth Management, LLC now holds 0.28% of the outstanding Vanguard Long-Term Bond ETF(BLV) stock.
The initial trade took place in 2021Q1. And since then Capital Advisors Wealth Management, LLC has made 9 purchases of BLV, at an average price of $72.23, for a total of 341,977.00 shares. In addition, there have been 4 sales at an average price of $70.47 for 110,953.00 shares. Based on historical transaction data and BLV's current price of $67.76, Capital Advisors Wealth Management, LLC's estimated gain on his BLV holdings is $-1.23 Mil, reflecting a -4.98% gain to date.
Capital Advisors Wealth Management, LLC BLV ($67.76) Holding Chart
Capital Advisors Wealth Management, LLC BLV ($67.76) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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