KMG Fiduciary Partners’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 | $1.51M | Sell |
19,229
-60
| -0.3% | -$4.72K | 0.11% | 161 |
|
|
2025
Q1 | $1.51M | Sell |
19,289
-1,305
| -6% | -$102K | 0.13% | 155 |
|
|
2024
Q4 | $1.59M | Buy |
20,594
+3
| +0% | +$232 | 0.13% | 144 |
|
|
2024
Q3 | $1.62M | Sell |
20,591
-1,065
| -5% | -$83.8K | 0.14% | 139 |
|
|
2024
Q2 | $1.66M | Buy |
21,656
+2
| +0% | +$153 | 0.16% | 107 |
|
|
2024
Q1 | $1.66M | Sell |
21,654
-1,222
| -5% | -$93.7K | 0.17% | 108 |
|
|
2023
Q4 | $1.76M | Buy |
22,876
+99
| +0.4% | +$7.63K | 0.21% | 105 |
|
|
2023
Q3 | $1.71M | Buy |
22,777
+902
| +4% | +$67.8K | 0.23% | 104 |
|
|
2023
Q2 | $1.65M | Buy |
21,875
+163
| +0.8% | +$12.3K | 0.21% | 109 |
|
|
2023
Q1 | $1.66M | Buy |
21,712
+11,119
| +105% | +$851K | 0.24% | 106 |
|
|
2022
Q4 | $797K | Buy |
+10,593
| New | +$797K | 0.13% | 138 |
|