Kelly Financial Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
3,810
+206
| +6% | +$16.2K | 0.09% | 89 |
|
|
2025
Q1 | $282K | Sell |
3,604
-2,586
| -42% | -$202K | 0.1% | 88 |
|
|
2024
Q4 | $478K | Sell |
6,190
-5,454
| -47% | -$421K | 0.17% | 62 |
|
|
2024
Q3 | $916K | Sell |
11,644
-55
| -0.5% | -$4.33K | 0.34% | 47 |
|
|
2024
Q2 | $897K | Buy |
11,699
+334
| +3% | +$25.6K | 0.32% | 47 |
|
|
2024
Q1 | $871K | Sell |
11,365
-604
| -5% | -$46.3K | 0.33% | 44 |
|
|
2023
Q4 | $922K | Sell |
11,969
-609
| -5% | -$46.9K | 0.37% | 38 |
|
|
2023
Q3 | $945K | Sell |
12,578
-4,308
| -26% | -$324K | 0.43% | 38 |
|
|
2023
Q2 | $1.28M | Sell |
16,886
-776
| -4% | -$58.6K | 0.6% | 27 |
|
|
2023
Q1 | $1.35M | Buy |
17,662
+3,427
| +24% | +$262K | 0.68% | 26 |
|
|
2022
Q4 | $1.07M | Sell |
14,235
-267
| -2% | -$20.1K | 0.56% | 30 |
|
|
2022
Q3 | $1.09M | Sell |
14,502
-462
| -3% | -$34.6K | 0.63% | 27 |
|
|
2022
Q2 | $1.15M | Buy |
14,964
+4,066
| +37% | +$312K | 0.6% | 27 |
|
|
2022
Q1 | $849K | Sell |
10,898
-410
| -4% | -$31.9K | 0.38% | 31 |
|
|
2021
Q4 | $914K | Buy |
11,308
+918
| +9% | +$74.2K | 0.42% | 27 |
|
|
2021
Q3 | $851K | Sell |
10,390
-419,970
| -98% | -$34.4M | 0.48% | 20 |
|
|
2021
Q2 | $5.24M | Buy |
+430,360
| New | +$5.24M | 0.2% | 29 |
|
|
2020
Q1 | – | Sell |
-80
| Closed | -$6.47K | – | 591 |
|
|
2019
Q4 | $6.47K | Buy |
+80
| New | +$6.47K | 0.01% | 273 |
|