Kestra Private Wealth 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 | $10.6M | Sell |
134,952
-3,373
| -2% | -$265K | 0.15% | 151 |
|
|
2025
Q1 | $10.8M | Sell |
138,325
-13,502
| -9% | -$1.06M | 0.18% | 126 |
|
|
2024
Q4 | $11.7M | Sell |
151,827
-3,175
| -2% | -$245K | 0.2% | 114 |
|
|
2024
Q3 | $12.2M | Sell |
155,002
-9,839
| -6% | -$774K | 0.22% | 101 |
|
|
2024
Q2 | $12.6M | Sell |
164,841
-12,060
| -7% | -$925K | 0.25% | 86 |
|
|
2024
Q1 | $13.6M | Sell |
176,901
-5,712
| -3% | -$438K | 0.31% | 75 |
|
|
2023
Q4 | $14.1M | Buy |
182,613
+26,204
| +17% | +$2.02M | 0.36% | 65 |
|
|
2023
Q3 | $11.8M | Buy |
156,409
+16,260
| +12% | +$1.22M | 0.37% | 61 |
|
|
2023
Q2 | $10.6M | Buy |
140,149
+29,766
| +27% | +$2.25M | 0.36% | 66 |
|
|
2023
Q1 | $8.44M | Buy |
110,383
+36,978
| +50% | +$2.83M | 0.34% | 78 |
|
|
2022
Q4 | $5.53M | Buy |
73,405
+4,009
| +6% | +$302K | 0.28% | 100 |
|
|
2022
Q3 | $5.19M | Buy |
69,396
+1,377
| +2% | +$103K | 0.3% | 84 |
|
|
2022
Q2 | $5.22M | Buy |
68,019
+6,610
| +11% | +$508K | 0.3% | 85 |
|
|
2022
Q1 | $4.78M | Sell |
61,409
-61,965
| -50% | -$4.83M | 0.24% | 103 |
|
|
2021
Q4 | $9.97M | Buy |
123,374
+16,679
| +16% | +$1.35M | 0.48% | 37 |
|
|
2021
Q3 | $8.74M | Buy |
106,695
+7,119
| +7% | +$583K | 0.49% | 34 |
|
|
2021
Q2 | $8.18M | Sell |
99,576
-1,180
| -1% | -$96.9K | 0.5% | 35 |
|
|
2021
Q1 | $8.28M | Sell |
100,756
-1,825
| -2% | -$150K | 0.58% | 29 |
|
|
2020
Q4 | $8.5M | Buy |
102,581
+7,867
| +8% | +$652K | 0.63% | 25 |
|
|
2020
Q3 | $7.87M | Buy |
+94,714
| New | +$7.87M | 0.68% | 25 |
|