Cerity Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.6M | Buy |
835,852
+42,736
| +5% | +$3.31M | 0.12% | 167 |
|
|
2025
Q1 | $60.7M | Buy |
793,116
+76,370
| +11% | +$5.85M | 0.12% | 160 |
|
|
2024
Q4 | $53.6M | Buy |
716,746
+126,041
| +21% | +$9.42M | 0.12% | 161 |
|
|
2024
Q3 | $46.3M | Buy |
590,705
+64,985
| +12% | +$5.09M | 0.1% | 179 |
|
|
2024
Q2 | $39.4M | Buy |
525,720
+39,115
| +8% | +$2.93M | 0.1% | 181 |
|
|
2024
Q1 | $36.3M | Buy |
486,605
+83,112
| +21% | +$6.2M | 0.1% | 197 |
|
|
2023
Q4 | $30.8M | Buy |
403,493
+216,302
| +116% | +$16.5M | 0.1% | 184 |
|
|
2023
Q3 | $13.5M | Buy |
187,191
+92,321
| +97% | +$6.68M | 0.07% | 245 |
|
|
2023
Q2 | $7.14M | Sell |
94,870
-257
| -0.3% | -$19.3K | 0.03% | 416 |
|
|
2023
Q1 | $7.3M | Buy |
95,127
+21,361
| +29% | +$1.64M | 0.02% | 416 |
|
|
2022
Q4 | $5.48M | Buy |
73,766
+21,300
| +41% | +$1.58M | 0.04% | 342 |
|
|
2022
Q3 | $3.86M | Buy |
52,466
+1,629
| +3% | +$120K | 0.05% | 276 |
|
|
2022
Q2 | $3.95M | Sell |
50,837
-1,228
| -2% | -$95.3K | 0.04% | 290 |
|
|
2022
Q1 | $4.26M | Buy |
52,065
+515
| +1% | +$42.2K | 0.07% | 212 |
|
|
2021
Q4 | $4.52M | Buy |
51,550
+12,590
| +32% | +$1.1M | 0.07% | 214 |
|
|
2021
Q3 | $3.49M | Buy |
38,960
+11,279
| +41% | +$1.01M | 0.08% | 196 |
|
|
2021
Q2 | $2.49M | Buy |
27,681
+3,426
| +14% | +$308K | 0.05% | 235 |
|
|
2021
Q1 | $2.15M | Buy |
24,255
+2,727
| +13% | +$242K | 0.05% | 241 |
|
|
2020
Q4 | $2M | Buy |
+21,528
| New | +$2M | 0.06% | 214 |
|