CIBC Private Wealth Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
14,098
-3,287
| -19% | -$259K | ﹤0.01% | 650 |
|
|
2025
Q1 | $1.36M | Buy |
17,385
+6,907
| +66% | +$540K | ﹤0.01% | 601 |
|
|
2024
Q4 | $809K | Sell |
10,478
-249
| -2% | -$19.2K | ﹤0.01% | 743 |
|
|
2024
Q3 | $844K | Sell |
10,727
-5,944
| -36% | -$468K | ﹤0.01% | 728 |
|
|
2024
Q2 | $1.28M | Buy |
16,671
+1,863
| +13% | +$143K | ﹤0.01% | 614 |
|
|
2024
Q1 | $1.13M | Buy |
14,808
+4,460
| +43% | +$340K | ﹤0.01% | 640 |
|
|
2023
Q4 | $797K | Buy |
10,348
+4,534
| +78% | +$349K | ﹤0.01% | 690 |
|
|
2023
Q3 | $437K | Buy |
5,814
+1,172
| +25% | +$88.1K | ﹤0.01% | 787 |
|
|
2023
Q2 | $351K | Hold |
4,642
| – | – | ﹤0.01% | 750 |
|
|
2023
Q1 | $355K | Sell |
4,642
-100
| -2% | -$7.65K | ﹤0.01% | 758 |
|
|
2022
Q4 | $357K | Sell |
4,742
-2,700
| -36% | -$203K | ﹤0.01% | 662 |
|
|
2022
Q3 | $557K | Hold |
7,442
| – | – | ﹤0.01% | 685 |
|
|
2022
Q2 | $571K | Sell |
7,442
-15,083
| -67% | -$1.16M | ﹤0.01% | 684 |
|
|
2022
Q1 | $1.76M | Buy |
22,525
+800
| +4% | +$62.4K | ﹤0.01% | 544 |
|
|
2021
Q4 | $1.76M | Buy |
21,725
+4,917
| +29% | +$397K | ﹤0.01% | 543 |
|
|
2021
Q3 | $1.38M | Sell |
16,808
-5,150
| -23% | -$422K | ﹤0.01% | 562 |
|
|
2021
Q2 | $1.8M | Hold |
21,958
| – | – | ﹤0.01% | 549 |
|
|
2021
Q1 | $1.8M | Buy |
21,958
+520
| +2% | +$42.7K | ﹤0.01% | 550 |
|
|
2020
Q4 | $1.78M | Buy |
21,438
+3,964
| +23% | +$329K | ﹤0.01% | 531 |
|
|
2020
Q3 | $1.45M | Buy |
17,474
+3,950
| +29% | +$328K | ﹤0.01% | 498 |
|
|
2020
Q2 | $1.12M | Sell |
13,524
-2,950
| -18% | -$245K | 0.01% | 445 |
|
|
2020
Q1 | $1.35M | Buy |
16,474
+3,241
| +24% | +$266K | 0.01% | 471 |
|
|
2019
Q4 | $1.07M | Sell |
13,233
-1,216
| -8% | -$98K | ﹤0.01% | 572 |
|
|
2019
Q3 | $1.17M | Buy |
14,449
+1,149
| +9% | +$92.9K | ﹤0.01% | 544 |
|
|
2019
Q2 | $1.07M | Sell |
13,300
-1,173
| -8% | -$94.5K | ﹤0.01% | 566 |
|
|
2019
Q1 | $1.15M | Buy |
14,473
+567
| +4% | +$45.1K | ﹤0.01% | 567 |
|
|
2018
Q4 | $1.09M | Buy |
13,906
+1,148
| +9% | +$90.2K | ﹤0.01% | 549 |
|
|
2018
Q3 | $996K | Sell |
12,758
-137
| -1% | -$10.7K | ﹤0.01% | 660 |
|
|
2018
Q2 | $1.01M | Sell |
12,895
-3,230
| -20% | -$252K | ﹤0.01% | 651 |
|
|
2018
Q1 | $1.27M | Sell |
16,125
-6,050
| -27% | -$475K | 0.01% | 601 |
|
|
2017
Q4 | $1.75M | Sell |
22,175
-2,042
| -8% | -$162K | 0.01% | 548 |
|
|
2017
Q3 | $1.93M | Buy |
24,217
+3,025
| +14% | +$241K | 0.01% | 501 |
|
|
2017
Q2 | $1.69M | Sell |
21,192
-2,563
| -11% | -$205K | 0.01% | 405 |
|
|
2017
Q1 | $1.89M | Buy |
23,755
+3,288
| +16% | +$262K | 0.01% | 377 |
|
|
2016
Q4 | $1.63M | Sell |
20,467
-2,665
| -12% | -$212K | 0.01% | 398 |
|
|
2016
Q3 | $1.87M | Sell |
23,132
-1,050
| -4% | -$84.9K | 0.01% | 372 |
|
|
2016
Q2 | $1.96M | Hold |
24,182
| – | – | 0.01% | 368 |
|
|
2016
Q1 | $1.95M | Sell |
24,182
-1,024
| -4% | -$82.6K | 0.02% | 355 |
|
|
2015
Q4 | $2.01M | Sell |
25,206
-1
| -0% | -$80 | 0.02% | 356 |
|
|
2015
Q3 | $2.03M | Sell |
25,207
-4,035
| -14% | -$324K | 0.02% | 346 |
|
|
2015
Q2 | $2.35M | Buy |
29,242
+1,015
| +4% | +$81.4K | 0.02% | 359 |
|
|
2015
Q1 | $2.27M | Hold |
28,227
| – | – | 0.02% | 362 |
|
|
2014
Q4 | $2.26M | Sell |
28,227
-240
| -0.8% | -$19.2K | 0.02% | 360 |
|
|
2014
Q3 | $2.28M | Hold |
28,467
| – | – | 0.02% | 354 |
|
|
2014
Q2 | $2.29M | Hold |
28,467
| – | – | 0.02% | 347 |
|
|
2014
Q1 | $2.28M | Buy |
+28,467
| New | +$2.28M | 0.02% | 349 |
|