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Vanguard Long-Term Bond ETF shares owned by Evergreen Wealth Management

Quarter-by-quarter ownership of Vanguard Long-Term Bond ETF (BLV) shares owned by Evergreen Wealth Management from 13F filings

Historical chart of Evergreen Wealth Management investment in Vanguard Long-Term Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Long-Term Bond ETF held by Evergreen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Long-Term Bond ETF by Evergreen Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.3M 58k 74.58
2023-09-30 $2.1M 31k 67.06
2023-06-30 $2.3M 30k 74.92
2023-03-31 $2.3M 29k 76.64

More positions owned by Evergreen Wealth Management

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amazon (AMZN)
Markel Corporation (MKL)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Bd Index Fds Long Term Bond (BLV)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Intermed Term (BIV)
Broadcom (AVGO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
PIMCO Corporate Opportunity Fund (PTY)

View all positions for Evergreen Wealth Management

Top funds holding Vanguard Long-Term Bond ETF

Wells Fargo & Company
Envestnet Portfolio Solutions
Lincoln National
Bank of America Corporation
Bank of New York Mellon
Advisor Group Holdings
Charles Schwab Investment Management
Goldman Sachs Group
Royal Bank of Canada
Cambridge Investment Research Advisors
Pnc Financial Services
Greystone Financial Group
Beacon Capital Management
Janney Montgomery Scott
ETF Portfolio Partners

View all funds holding Vanguard Long-Term Bond ETF