Kelly Financial Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $233K | Sell |
|
|||||
|
2024
Q3 | $450K | Hold |
|
|||||
|
2024
Q2 | $430K | Buy |
|
|||||
|
2024
Q1 | $422K | Sell |
|
|||||
|
2023
Q4 | $460K | Sell |
|
|||||
|
2023
Q3 | $454K | Sell |
|
|||||
|
2023
Q2 | $641K | Sell |
|
|||||
|
2023
Q1 | $677K | Buy |
|
|||||
|
2022
Q4 | $554K | Sell |
|
|||||
|
2022
Q3 | $552K | Sell |
|
|||||
|
2022
Q2 | $588K | Buy |
|
|||||
|
2022
Q1 | $441K | Sell |
|
|||||
|
2021
Q4 | $482K | Buy |
|
|||||
|
2021
Q3 | $452K | Sell |
|
|||||
|
2021
Q2 | $2.58M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $3.07K | Buy |
|