KJWM
Kiley Juergens Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.41M | Sell |
68,790
-2,470
| -3% | -$194K | 1.25% | 18 |
|
|
2025
Q1 | $5.58M | Sell |
71,260
-6,590
| -8% | -$516K | 1.48% | 16 |
|
|
2024
Q4 | $6.02M | Sell |
77,850
-10,505
| -12% | -$812K | 1.51% | 16 |
|
|
2024
Q3 | $6.95M | Sell |
88,355
-5,279
| -6% | -$415K | 1.8% | 15 |
|
|
2024
Q2 | $7.18M | Sell |
93,634
-672
| -0.7% | -$51.5K | 1.99% | 12 |
|
|
2024
Q1 | $7.23M | Buy |
94,306
+11,393
| +14% | +$874K | 2.24% | 12 |
|
|
2023
Q4 | $6.39M | Buy |
82,913
+2,440
| +3% | +$188K | 2.14% | 12 |
|
|
2023
Q3 | $6.05M | Sell |
80,473
-749
| -0.9% | -$56.3K | 2.18% | 12 |
|
|
2023
Q2 | $6.14M | Buy |
81,222
+947
| +1% | +$71.6K | 2.12% | 12 |
|
|
2023
Q1 | $6.14M | Buy |
80,275
+1,561
| +2% | +$119K | 2.3% | 11 |
|
|
2022
Q4 | $5.93M | Sell |
78,714
-8,293
| -10% | -$624K | 2.48% | 12 |
|
|
2022
Q3 | $6.51M | Sell |
87,007
-7,874
| -8% | -$589K | 3.06% | 10 |
|
|
2022
Q2 | $7.29M | Sell |
94,881
-125,474
| -57% | -$9.63M | 3.45% | 8 |
|
|
2022
Q1 | $17.2M | Buy |
220,355
+74,835
| +51% | +$5.83M | 8.28% | 3 |
|
|
2021
Q4 | $11.8M | Buy |
145,520
+10,674
| +8% | +$863K | 4.46% | 7 |
|
|
2021
Q3 | $11M | Buy |
134,846
+13,028
| +11% | +$1.07M | 4.84% | 7 |
|
|
2021
Q2 | $10M | Buy |
121,818
+17,834
| +17% | +$1.47M | 4.59% | 7 |
|
|
2021
Q1 | $8.55M | Buy |
103,984
+55,982
| +117% | +$4.6M | 4.46% | 8 |
|
|
2020
Q4 | $3.98M | Buy |
48,002
+19,841
| +70% | +$1.64M | 2.35% | 10 |
|
|
2020
Q3 | $2.34M | Buy |
28,161
+17,805
| +172% | +$1.48M | 1.71% | 12 |
|
|
2020
Q2 | $860K | Buy |
+10,356
| New | +$860K | 0.72% | 29 |
|
|
2019
Q1 | – | Sell |
-10,740
| Closed | -$843K | – | 38 |
|
|
2018
Q4 | $843K | Sell |
10,740
-7,748
| -42% | -$608K | 1.18% | 22 |
|
|
2018
Q3 | $1.44M | Sell |
18,488
-6,022
| -25% | -$470K | 1.08% | 14 |
|
|
2018
Q2 | $1.92M | Sell |
24,510
-2,572
| -9% | -$201K | 1.71% | 12 |
|
|
2018
Q1 | $2.12M | Buy |
27,082
+1,322
| +5% | +$104K | 2.3% | 11 |
|
|
2017
Q4 | $2.04M | Buy |
+25,760
| New | +$2.04M | 1.83% | 11 |
|