Kovitz Investment Group Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.5M | Sell |
333,730
-1,107
| -0.3% | -$88K | 0.11% | 160 |
|
|
2025
Q1 | $26.4M | Buy |
334,837
+8,503
| +3% | +$671K | 0.13% | 143 |
|
|
2024
Q4 | $25.5M | Buy |
326,334
+303,429
| +1,325% | +$23.7M | 0.12% | 148 |
|
|
2024
Q3 | $1.62M | Sell |
22,905
-64,818
| -74% | -$4.58M | 0.01% | 526 |
|
|
2024
Q2 | $6.78M | Sell |
87,723
-2,275
| -3% | -$176K | 0.06% | 235 |
|
|
2024
Q1 | $6.96M | Sell |
89,998
-139
| -0.2% | -$10.7K | 0.09% | 165 |
|
|
2023
Q4 | $6.97M | Buy |
90,137
+11,989
| +15% | +$928K | 0.12% | 104 |
|
|
2023
Q3 | $5.87M | Sell |
78,148
-29,245
| -27% | -$2.2M | 0.11% | 112 |
|
|
2023
Q2 | $8.13M | Sell |
107,393
-17,949
| -14% | -$1.36M | 0.12% | 86 |
|
|
2023
Q1 | $9.56M | Buy |
125,342
+46,188
| +58% | +$3.52M | 0.17% | 80 |
|
|
2022
Q4 | $5.95M | Buy |
79,154
+3,611
| +5% | +$272K | 0.12% | 124 |
|
|
2022
Q3 | $5.61M | Buy |
75,543
+2,640
| +4% | +$196K | 0.13% | 119 |
|
|
2022
Q2 | $5.56M | Sell |
72,903
-2,588
| -3% | -$197K | 0.12% | 130 |
|
|
2022
Q1 | $5.9M | Sell |
75,491
-49,987
| -40% | -$3.9M | 0.11% | 136 |
|
|
2021
Q4 | $10.4M | Buy |
125,478
+42,879
| +52% | +$3.57M | 0.25% | 62 |
|
|
2021
Q3 | $6.81M | Sell |
82,599
-1,314
| -2% | -$108K | 0.14% | 111 |
|
|
2021
Q2 | $6.94M | Sell |
83,913
-29,240
| -26% | -$2.42M | 0.14% | 111 |
|
|
2021
Q1 | $9.34M | Sell |
113,153
-11,974
| -10% | -$988K | 0.22% | 76 |
|
|
2020
Q4 | $10.4M | Sell |
125,127
-13,752
| -10% | -$1.14M | 0.25% | 61 |
|
|
2020
Q3 | $11.5M | Buy |
138,879
+6,723
| +5% | +$557K | 0.32% | 51 |
|
|
2020
Q2 | $10.9M | Buy |
132,156
+65,456
| +98% | +$5.41M | 0.34% | 51 |
|
|
2020
Q1 | $5.28M | Sell |
66,700
-1,385
| -2% | -$110K | 0.19% | 87 |
|
|
2019
Q4 | $5.52M | Buy |
68,085
+852
| +1% | +$69K | 0.16% | 95 |
|
|
2019
Q3 | $5.45M | Sell |
67,233
-3,142
| -4% | -$255K | 0.17% | 94 |
|
|
2019
Q2 | $5.68M | Buy |
70,375
+17,987
| +34% | +$1.45M | 0.18% | 89 |
|
|
2019
Q1 | $4.18M | Buy |
52,388
+38,788
| +285% | +$3.09M | 0.13% | 119 |
|
|
2018
Q4 | $1.06M | Buy |
+13,600
| New | +$1.06M | 0.04% | 189 |
|