Kelly Financial Services’s Vanguard Long-Term Bond ETF BLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,161
| Closed | -$216K | – | 117 |
|
|
2024
Q4 | $216K | Sell |
3,161
-2,724
| -46% | -$186K | 0.08% | 110 |
|
|
2024
Q3 | $442K | Buy |
5,885
+50
| +0.9% | +$3.76K | 0.16% | 68 |
|
|
2024
Q2 | $410K | Buy |
5,835
+236
| +4% | +$16.6K | 0.15% | 68 |
|
|
2024
Q1 | $405K | Sell |
5,599
-181
| -3% | -$13.1K | 0.16% | 74 |
|
|
2023
Q4 | $431K | Sell |
5,780
-292
| -5% | -$21.8K | 0.17% | 65 |
|
|
2023
Q3 | $407K | Sell |
6,072
-2,103
| -26% | -$141K | 0.19% | 62 |
|
|
2023
Q2 | $612K | Sell |
8,175
-256
| -3% | -$19.2K | 0.29% | 45 |
|
|
2023
Q1 | $646K | Buy |
8,431
+1,482
| +21% | +$114K | 0.33% | 39 |
|
|
2022
Q4 | $503K | Sell |
6,949
-242
| -3% | -$17.5K | 0.26% | 48 |
|
|
2022
Q3 | $517K | Sell |
7,191
-38
| -0.5% | -$2.73K | 0.3% | 40 |
|
|
2022
Q2 | $576K | Buy |
7,229
+2,114
| +41% | +$169K | 0.3% | 43 |
|
|
2022
Q1 | $469K | Sell |
5,115
-70
| -1% | -$6.42K | 0.21% | 42 |
|
|
2021
Q4 | $534K | Buy |
5,185
+393
| +8% | +$40.4K | 0.24% | 34 |
|
|
2021
Q3 | $490K | Sell |
4,792
-240,063
| -98% | -$24.6M | 0.28% | 29 |
|
|
2021
Q2 | $2.38M | Buy |
+244,855
| New | +$2.38M | 0.09% | 68 |
|
|
2020
Q1 | – | Sell |
-27
| Closed | -$2.73K | – | 589 |
|
|
2019
Q4 | $2.73K | Buy |
+27
| New | +$2.73K | ﹤0.01% | 379 |
|