Kovitz Investment Group Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.31M Sell
2025
Q1
$6.61M Sell
2024
Q4
$6.58M Sell
2024
Q3
$7.19M Sell
2024
Q2
$11.3M Sell
2024
Q1
$14.1M Buy
2023
Q4
$9.85M Sell
2023
Q3
$9.74M Sell
2023
Q2
$13.2M Sell
2023
Q1
$29M Buy
2022
Q1
Sell
2021
Q4
$251K Buy
2021
Q1
Sell
2020
Q4
$251K Sell
2020
Q3
$2.09M Buy
2020
Q2
$1.13M Buy