Cerity Partners’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121M | Sell |
1,637,262
-46,073
| -3% | -$3.39M | 0.22% | 97 |
|
|
2025
Q1 | $124M | Sell |
1,683,335
-76,009
| -4% | -$5.58M | 0.25% | 84 |
|
|
2024
Q4 | $127M | Buy |
1,759,344
+13,745
| +0.8% | +$988K | 0.27% | 78 |
|
|
2024
Q3 | $131M | Buy |
1,745,599
+221,146
| +15% | +$16.6M | 0.29% | 71 |
|
|
2024
Q2 | $110M | Sell |
1,524,453
-47,390
| -3% | -$3.41M | 0.29% | 66 |
|
|
2024
Q1 | $114M | Buy |
1,571,843
+177,845
| +13% | +$12.8M | 0.3% | 68 |
|
|
2023
Q4 | $103M | Buy |
1,393,998
+1,113,608
| +397% | +$81.9M | 0.34% | 64 |
|
|
2023
Q3 | $19.6M | Sell |
280,390
-26,304
| -9% | -$1.84M | 0.1% | 189 |
|
|
2023
Q2 | $22.3M | Buy |
306,694
+6,263
| +2% | +$455K | 0.09% | 210 |
|
|
2023
Q1 | $48.1M | Buy |
300,431
+258,228
| +612% | +$41.3M | 0.11% | 134 |
|
|
2022
Q4 | $3.06M | Buy |
42,203
+34,684
| +461% | +$2.51M | 0.02% | 453 |
|
|
2022
Q3 | $536K | Sell |
7,519
-81,576
| -92% | -$5.82M | 0.01% | 693 |
|
|
2022
Q2 | $6.71M | Sell |
89,095
-176,288
| -66% | -$13.3M | 0.07% | 217 |
|
|
2022
Q1 | $21.1M | Sell |
265,383
-16,195
| -6% | -$1.29M | 0.33% | 64 |
|
|
2021
Q4 | $24.6M | Buy |
281,578
+276,715
| +5,690% | +$24.2M | 0.37% | 57 |
|
|
2021
Q3 | $416K | Buy |
+4,863
| New | +$416K | 0.01% | 501 |
|
|
2021
Q1 | – | Sell |
-3,936
| Closed | -$347K | – | 703 |
|
|
2020
Q4 | $347K | Buy |
+3,936
| New | +$347K | 0.01% | 486 |
|
|
2020
Q2 | – | Sell |
-2,759
| Closed | -$236K | – | 458 |
|
|
2020
Q1 | $236K | Buy |
2,759
+27
| +1% | +$2.31K | 0.01% | 390 |
|
|
2019
Q4 | $229K | Hold |
2,732
| – | – | 0.01% | 476 |
|
|
2019
Q3 | $230K | Buy |
+2,732
| New | +$230K | 0.01% | 434 |
|