Kelleher Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $30.9K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $224K | Sell |
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|
2022
Q4 | $243K | Sell |
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|
2022
Q3 | $309K | Sell |
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|
2022
Q2 | $545K | Buy |
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|
2022
Q1 | $553K | Buy |
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|
2021
Q4 | $573K | Buy |
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|
2021
Q3 | $578K | Hold |
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|
2021
Q2 | $579K | Buy |
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|
2021
Q1 | $573K | Buy |
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|
2020
Q4 | $462K | Sell |
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|
2020
Q3 | $514K | Buy |
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|
2020
Q2 | $393K | Hold |
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|
2020
Q1 | $389K | Sell |
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|
2019
Q4 | $491K | Buy |
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|
2019
Q3 | $371K | Hold |
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|
2019
Q2 | $370K | Buy |
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