Chesley Taft & Associates’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-7,175
| Closed | -$601K | – | 269 |
|
|
2017
Q4 | $601K | Hold |
7,175
| – | – | 0.05% | 211 |
|
|
2017
Q3 | $607K | Hold |
7,175
| – | – | 0.05% | 208 |
|
|
2017
Q2 | $607K | Hold |
7,175
| – | – | 0.05% | 202 |
|
|
2017
Q1 | $600K | Buy |
7,175
+430
| +6% | +$36K | 0.06% | 209 |
|
|
2016
Q4 | $560K | Hold |
6,745
| – | – | 0.06% | 206 |
|
|
2016
Q3 | $591K | Hold |
6,745
| – | – | 0.06% | 194 |
|
|
2016
Q2 | $594K | Buy |
6,745
+580
| +9% | +$51.1K | 0.06% | 189 |
|
|
2016
Q1 | $532K | Hold |
6,165
| – | – | 0.06% | 190 |
|
|
2015
Q4 | $512K | Buy |
+6,165
| New | +$512K | 0.05% | 192 |
|