HighTower Advisors’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 | $67.9M | Buy |
862,306
+6,100
| +0.7% | +$480K | 0.09% | 242 |
|
|
2025
Q1 | $67M | Buy |
856,206
+276,565
| +48% | +$21.6M | 0.09% | 237 |
|
|
2024
Q4 | $44.8M | Buy |
579,641
+19,074
| +3% | +$1.47M | 0.06% | 308 |
|
|
2024
Q3 | $44.1M | Sell |
560,567
-6,494
| -1% | -$511K | 0.06% | 307 |
|
|
2024
Q2 | $43.5M | Buy |
567,061
+38,326
| +7% | +$2.94M | 0.07% | 294 |
|
|
2024
Q1 | $40.6M | Sell |
528,735
-104,289
| -16% | -$8M | 0.07% | 299 |
|
|
2023
Q4 | $48.8M | Sell |
633,024
-81,807
| -11% | -$6.3M | 0.08% | 252 |
|
|
2023
Q3 | $53.7M | Sell |
714,831
-493,979
| -41% | -$37.1M | 0.1% | 214 |
|
|
2023
Q2 | $91.3M | Sell |
1,208,810
-11,217
| -0.9% | -$848K | 0.18% | 119 |
|
|
2023
Q1 | $93.3M | Buy |
1,220,027
+7,576
| +0.6% | +$580K | 0.2% | 103 |
|
|
2022
Q4 | $91.3M | Buy |
1,212,451
+404,173
| +50% | +$30.4M | 0.21% | 109 |
|
|
2022
Q3 | $60.5M | Sell |
808,278
-161,106
| -17% | -$12M | 0.16% | 140 |
|
|
2022
Q2 | $74.5M | Sell |
969,384
-5,941
| -0.6% | -$456K | 0.19% | 115 |
|
|
2022
Q1 | $76M | Buy |
975,325
+9,357
| +1% | +$729K | 0.17% | 123 |
|
|
2021
Q4 | $78.1M | Buy |
965,968
+112,343
| +13% | +$9.08M | 0.17% | 131 |
|
|
2021
Q3 | $69.9M | Buy |
853,625
+47,355
| +6% | +$3.88M | 0.19% | 116 |
|
|
2021
Q2 | $66.2M | Buy |
806,270
+64,549
| +9% | +$5.3M | 0.19% | 114 |
|
|
2021
Q1 | $61M | Buy |
+741,721
| New | +$61M | 0.19% | 113 |
|
|
2020
Q4 | – | Sell |
-635,420
| Closed | -$52.8M | – | 2408 |
|
|
2020
Q3 | $52.8M | Buy |
635,420
+156,666
| +33% | +$13M | 0.25% | 85 |
|
|
2020
Q2 | $39.8M | Buy |
478,754
+72,574
| +18% | +$6.03M | 0.22% | 98 |
|
|
2020
Q1 | $33.4M | Buy |
406,180
+20,547
| +5% | +$1.69M | 0.22% | 100 |
|
|
2019
Q4 | $31.1M | Buy |
385,633
+45,361
| +13% | +$3.66M | 0.18% | 121 |
|
|
2019
Q3 | $27.5M | Buy |
340,272
+45,163
| +15% | +$3.65M | 0.15% | 143 |
|
|
2019
Q2 | $23.8M | Sell |
295,109
-2,980
| -1% | -$240K | 0.14% | 155 |
|
|
2019
Q1 | $23.7M | Buy |
298,089
+37,228
| +14% | +$2.96M | 0.16% | 138 |
|
|
2018
Q4 | $20.5M | Buy |
260,861
+73,691
| +39% | +$5.79M | 0.16% | 133 |
|
|
2018
Q3 | $14.6M | Buy |
187,170
+23,307
| +14% | +$1.82M | 0.11% | 210 |
|
|
2018
Q2 | $12.8M | Sell |
163,863
-7,804
| -5% | -$611K | 0.1% | 222 |
|
|
2018
Q1 | $13.5M | Buy |
171,667
+18,646
| +12% | +$1.46M | 0.11% | 199 |
|
|
2017
Q4 | $12.1M | Sell |
153,021
-7,073
| -4% | -$559K | 0.1% | 220 |
|
|
2017
Q3 | $12.8M | Sell |
160,094
-56,842
| -26% | -$4.53M | 0.11% | 195 |
|
|
2017
Q2 | $17.3M | Buy |
216,936
+18,812
| +9% | +$1.5M | 0.16% | 143 |
|
|
2017
Q1 | $15.8M | Sell |
198,124
-51,723
| -21% | -$4.12M | 0.15% | 136 |
|
|
2016
Q4 | $19.9M | Buy |
249,847
+134,738
| +117% | +$10.7M | 0.22% | 89 |
|
|
2016
Q3 | $9.29M | Buy |
115,109
+15,255
| +15% | +$1.23M | 0.11% | 200 |
|
|
2016
Q2 | $8.09M | Sell |
99,854
-17,740
| -15% | -$1.44M | 0.1% | 217 |
|
|
2016
Q1 | $9.46M | Buy |
117,594
+16,240
| +16% | +$1.31M | 0.03% | 182 |
|
|
2015
Q4 | $8.05M | Buy |
101,354
+8,908
| +10% | +$708K | 0.1% | 222 |
|
|
2015
Q3 | $7.42M | Buy |
92,446
+19,256
| +26% | +$1.54M | 0.1% | 215 |
|
|
2015
Q2 | $5.87M | Buy |
73,190
+876
| +1% | +$70.2K | 0.09% | 234 |
|
|
2015
Q1 | $5.82M | Sell |
72,314
-16,316
| -18% | -$1.31M | 0.09% | 258 |
|
|
2014
Q4 | $7.09M | Buy |
88,630
+6,469
| +8% | +$517K | 0.11% | 214 |
|
|
2014
Q3 | $6.58M | Buy |
82,161
+4,595
| +6% | +$368K | 0.11% | 215 |
|
|
2014
Q2 | $6.23M | Sell |
77,566
-1,076
| -1% | -$86.5K | 0.11% | 206 |
|
|
2014
Q1 | $6.3M | Sell |
78,642
-5,680
| -7% | -$455K | 0.12% | 198 |
|
|
2013
Q4 | $6.74M | Sell |
84,322
-13,670
| -14% | -$1.09M | 0.14% | 178 |
|
|
2013
Q3 | $7.88M | Sell |
97,992
-8,606
| -8% | -$692K | 0.2% | 117 |
|
|
2013
Q2 | $8.54M | Buy |
+106,598
| New | +$8.54M | 0.23% | 97 |
|