Kelly Financial Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,124
| Closed | -$233K | – | 116 |
|
|
2024
Q4 | $233K | Sell |
3,124
-2,618
| -46% | -$196K | 0.08% | 104 |
|
|
2024
Q3 | $450K | Hold |
5,742
| – | – | 0.17% | 67 |
|
|
2024
Q2 | $430K | Buy |
5,742
+150
| +3% | +$11.2K | 0.15% | 66 |
|
|
2024
Q1 | $422K | Sell |
5,592
-427
| -7% | -$32.2K | 0.16% | 70 |
|
|
2023
Q4 | $460K | Sell |
6,019
-255
| -4% | -$19.5K | 0.19% | 62 |
|
|
2023
Q3 | $454K | Sell |
6,274
-2,242
| -26% | -$162K | 0.21% | 59 |
|
|
2023
Q2 | $641K | Sell |
8,516
-309
| -4% | -$23.2K | 0.3% | 44 |
|
|
2023
Q1 | $677K | Buy |
8,825
+1,372
| +18% | +$105K | 0.34% | 36 |
|
|
2022
Q4 | $554K | Sell |
7,453
-58
| -0.8% | -$4.31K | 0.29% | 42 |
|
|
2022
Q3 | $552K | Sell |
7,511
-66
| -0.9% | -$4.85K | 0.32% | 38 |
|
|
2022
Q2 | $588K | Buy |
7,577
+2,187
| +41% | +$170K | 0.31% | 42 |
|
|
2022
Q1 | $441K | Sell |
5,390
-106
| -2% | -$8.68K | 0.2% | 48 |
|
|
2021
Q4 | $482K | Buy |
5,496
+439
| +9% | +$38.5K | 0.22% | 38 |
|
|
2021
Q3 | $452K | Sell |
5,057
-227,511
| -98% | -$20.4M | 0.25% | 35 |
|
|
2021
Q2 | $2.59M | Buy |
+232,568
| New | +$2.59M | 0.1% | 63 |
|
|
2020
Q1 | – | Sell |
-35
| Closed | -$3.07K | – | 587 |
|
|
2019
Q4 | $3.07K | Buy |
+35
| New | +$3.07K | ﹤0.01% | 363 |
|