Kovitz Investment Group Partners’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 | $6.31M | Sell |
80,142
-4,348
| -5% | -$342K | 0.03% | 402 |
|
|
2025
Q1 | $6.61M | Sell |
84,490
-713
| -0.8% | -$55.8K | 0.03% | 349 |
|
|
2024
Q4 | $6.58M | Sell |
85,203
-7,478
| -8% | -$578K | 0.03% | 348 |
|
|
2024
Q3 | $7.19M | Sell |
92,681
-55,013
| -37% | -$4.27M | 0.05% | 286 |
|
|
2024
Q2 | $11.3M | Sell |
147,694
-35,947
| -20% | -$2.76M | 0.1% | 159 |
|
|
2024
Q1 | $14.1M | Buy |
183,641
+55,788
| +44% | +$4.28M | 0.18% | 81 |
|
|
2023
Q4 | $9.85M | Sell |
127,853
-1,718
| -1% | -$132K | 0.16% | 70 |
|
|
2023
Q3 | $9.74M | Sell |
129,571
-45,117
| -26% | -$3.39M | 0.18% | 60 |
|
|
2023
Q2 | $13.2M | Sell |
174,688
-203,993
| -54% | -$15.4M | 0.19% | 53 |
|
|
2023
Q1 | $29M | Buy |
+378,681
| New | +$29M | 0.5% | 42 |
|
|
2022
Q1 | – | Sell |
-3,024
| Closed | -$251K | – | 418 |
|
|
2021
Q4 | $251K | Buy |
+3,024
| New | +$251K | 0.01% | 374 |
|
|
2021
Q1 | – | Sell |
-3,024
| Closed | -$251K | – | 404 |
|
|
2020
Q4 | $251K | Sell |
3,024
-22,181
| -88% | -$1.84M | 0.01% | 371 |
|
|
2020
Q3 | $2.09M | Buy |
25,205
+11,580
| +85% | +$962K | 0.06% | 191 |
|
|
2020
Q2 | $1.13M | Buy |
+13,625
| New | +$1.13M | 0.04% | 237 |
|