Key Financial Inc’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 | $19.3K | Buy |
245
+90
| +58% | +$7.08K | ﹤0.01% | 704 |
|
|
2025
Q1 | $12.1K | Sell |
155
-194
| -56% | -$15.2K | ﹤0.01% | 776 |
|
|
2024
Q4 | $27K | Buy |
349
+211
| +153% | +$16.3K | 0.01% | 585 |
|
|
2024
Q3 | $10.9K | Hold |
138
| – | – | ﹤0.01% | 772 |
|
|
2024
Q2 | $10.6K | Sell |
138
-77
| -36% | -$5.91K | ﹤0.01% | 759 |
|
|
2024
Q1 | $16.5K | Hold |
215
| – | – | ﹤0.01% | 648 |
|
|
2023
Q4 | $16.6K | Sell |
215
-633
| -75% | -$48.8K | ﹤0.01% | 630 |
|
|
2023
Q3 | $63.7K | Buy |
848
+633
| +294% | +$47.6K | 0.02% | 360 |
|
|
2023
Q2 | $16.2K | Hold |
215
| – | – | 0.01% | 622 |
|
|
2023
Q1 | $16.4K | Buy |
215
+4
| +2% | +$306 | 0.01% | 580 |
|
|
2022
Q4 | $15.8K | Hold |
211
| – | – | 0.01% | 538 |
|
|
2022
Q3 | $16K | Buy |
211
+77
| +57% | +$5.84K | 0.01% | 533 |
|
|
2022
Q2 | $10K | Hold |
134
| – | – | 0.01% | 620 |
|
|
2022
Q1 | $10K | Sell |
134
-229
| -63% | -$17.1K | 0.01% | 629 |
|
|
2021
Q4 | $29K | Hold |
363
| – | – | 0.01% | 420 |
|
|
2021
Q3 | $30K | Hold |
363
| – | – | 0.02% | 407 |
|
|
2021
Q2 | $30K | Hold |
363
| – | – | 0.02% | 410 |
|
|
2021
Q1 | $30K | Hold |
363
| – | – | 0.02% | 342 |
|
|
2020
Q4 | $30K | Buy |
+363
| New | +$30K | 0.02% | 319 |
|
|
2020
Q2 | – | Sell |
-363
| Closed | -$30K | – | 160 |
|
|
2020
Q1 | $30K | Buy |
+363
| New | +$30K | 0.03% | 278 |
|