Cerity 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 | $205M | Buy |
2,604,203
+70,079
| +3% | +$5.52M | 0.37% | 52 |
|
|
2025
Q1 | $198M | Buy |
2,534,124
+287,641
| +13% | +$22.5M | 0.4% | 52 |
|
|
2024
Q4 | $174M | Buy |
2,246,483
+206,677
| +10% | +$16M | 0.38% | 54 |
|
|
2024
Q3 | $161M | Buy |
2,039,806
+554,982
| +37% | +$43.7M | 0.36% | 55 |
|
|
2024
Q2 | $114M | Buy |
1,484,824
+1,061,851
| +251% | +$81.4M | 0.3% | 64 |
|
|
2024
Q1 | $32.3M | Sell |
422,973
-333,450
| -44% | -$25.5M | 0.09% | 213 |
|
|
2023
Q4 | $24M | Buy |
756,423
+567,874
| +301% | +$18M | 0.08% | 219 |
|
|
2023
Q3 | $14.2M | Buy |
188,549
+15,986
| +9% | +$1.2M | 0.07% | 240 |
|
|
2023
Q2 | $13M | Sell |
172,563
-34,950
| -17% | -$2.64M | 0.05% | 311 |
|
|
2023
Q1 | $15.9M | Buy |
207,513
+36,823
| +22% | +$2.82M | 0.04% | 279 |
|
|
2022
Q4 | $12.8M | Buy |
170,690
+108,641
| +175% | +$8.18M | 0.08% | 223 |
|
|
2022
Q3 | $4.64M | Buy |
62,049
+10,251
| +20% | +$767K | 0.06% | 241 |
|
|
2022
Q2 | $3.98M | Buy |
51,798
+27,716
| +115% | +$2.13M | 0.04% | 288 |
|
|
2022
Q1 | $1.88M | Sell |
24,082
-21,389
| -47% | -$1.67M | 0.03% | 343 |
|
|
2021
Q4 | $3.68M | Buy |
45,471
+24,700
| +119% | +$2M | 0.06% | 239 |
|
|
2021
Q3 | $1.7M | Buy |
20,771
+4,790
| +30% | +$392K | 0.04% | 287 |
|
|
2021
Q2 | $1.31M | Buy |
15,981
+538
| +3% | +$44.2K | 0.03% | 324 |
|
|
2021
Q1 | $1.27M | Buy |
15,443
+2,849
| +23% | +$234K | 0.03% | 313 |
|
|
2020
Q4 | $1.04M | Buy |
+12,594
| New | +$1.04M | 0.03% | 301 |
|