KMS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $18.3M | Buy |
228,995
+23,100
| +11% | +$1.85M | 2.57% | 5 |
|
|
2014
Q2 | $16.5M | Buy |
205,895
+30,673
| +18% | +$2.46M | 2.37% | 5 |
|
|
2014
Q1 | $14M | Buy |
175,222
+35,023
| +25% | +$2.8M | 2.22% | 5 |
|
|
2013
Q4 | $11.2M | Buy |
140,199
+62,705
| +81% | +$5.01M | 1.89% | 6 |
|
|
2013
Q3 | $6.23M | Buy |
77,494
+63,559
| +456% | +$5.11M | 1.52% | 8 |
|
|
2013
Q2 | $1.12M | Buy |
+13,935
| New | +$1.12M | 0.31% | 78 |
|