Chesley Taft & Associates’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.38M | Buy |
59,440
+3,165
| +6% | +$233K | 0.2% | 96 |
|
|
2025
Q1 | $4.13M | Buy |
56,275
+3,310
| +6% | +$243K | 0.2% | 99 |
|
|
2024
Q4 | $3.81M | Buy |
52,965
+13,675
| +35% | +$983K | 0.18% | 102 |
|
|
2024
Q3 | $2.95M | Buy |
39,290
+700
| +2% | +$52.6K | 0.14% | 110 |
|
|
2024
Q2 | $2.78M | Buy |
38,590
+1,540
| +4% | +$111K | 0.14% | 112 |
|
|
2024
Q1 | $2.69M | Buy |
37,050
+3,060
| +9% | +$222K | 0.14% | 120 |
|
|
2023
Q4 | $2.5M | Buy |
33,990
+18,225
| +116% | +$1.34M | 0.14% | 121 |
|
|
2023
Q3 | $1.1M | Sell |
15,765
-168
| -1% | -$11.7K | 0.07% | 169 |
|
|
2023
Q2 | $1.16M | Buy |
15,933
+575
| +4% | +$41.8K | 0.07% | 169 |
|
|
2023
Q1 | $1.13M | Buy |
15,358
+640
| +4% | +$47.3K | 0.07% | 166 |
|
|
2022
Q4 | $1.06M | Buy |
14,718
+8,209
| +126% | +$590K | 0.07% | 164 |
|
|
2022
Q3 | $464K | Hold |
6,509
| – | – | 0.03% | 216 |
|
|
2022
Q2 | $490K | Sell |
6,509
-650
| -9% | -$48.9K | 0.03% | 222 |
|
|
2022
Q1 | $555K | Hold |
7,159
| – | – | 0.03% | 225 |
|
|
2021
Q4 | $607K | Hold |
7,159
| – | – | 0.03% | 216 |
|
|
2021
Q3 | $612K | Sell |
7,159
-1,009
| -12% | -$86.3K | 0.03% | 213 |
|
|
2021
Q2 | $702K | Sell |
8,168
-1,000
| -11% | -$85.9K | 0.04% | 203 |
|
|
2021
Q1 | $776K | Sell |
9,168
-650
| -7% | -$55K | 0.05% | 187 |
|
|
2020
Q4 | $866K | Buy |
9,818
+500
| +5% | +$44.1K | 0.06% | 177 |
|
|
2020
Q3 | $822K | Sell |
9,318
-7,900
| -46% | -$697K | 0.06% | 174 |
|
|
2020
Q2 | $1.52M | Buy |
17,218
+4,900
| +40% | +$433K | 0.12% | 132 |
|
|
2020
Q1 | $1.05M | Hold |
12,318
| – | – | 0.1% | 145 |
|
|
2019
Q4 | $1.03M | Buy |
12,318
+1,875
| +18% | +$157K | 0.07% | 162 |
|
|
2019
Q3 | $882K | Buy |
10,443
+100
| +1% | +$8.45K | 0.07% | 165 |
|
|
2019
Q2 | $859K | Buy |
10,343
+1,700
| +20% | +$141K | 0.07% | 163 |
|
|
2019
Q1 | $702K | Buy |
8,643
+100
| +1% | +$8.12K | 0.06% | 182 |
|
|
2018
Q4 | $677K | Hold |
8,543
| – | – | 0.07% | 177 |
|
|
2018
Q3 | $672K | Sell |
8,543
-300
| -3% | -$23.6K | 0.05% | 202 |
|
|
2018
Q2 | $700K | Hold |
8,843
| – | – | 0.06% | 195 |
|
|
2018
Q1 | $707K | Sell |
8,843
-1,650
| -16% | -$132K | 0.06% | 191 |
|
|
2017
Q4 | $856K | Hold |
10,493
| – | – | 0.07% | 184 |
|
|
2017
Q3 | $860K | Sell |
10,493
-250
| -2% | -$20.5K | 0.07% | 181 |
|
|
2017
Q2 | $879K | Hold |
10,743
| – | – | 0.08% | 181 |
|
|
2017
Q1 | $871K | Sell |
10,743
-300
| -3% | -$24.3K | 0.08% | 184 |
|
|
2016
Q4 | $892K | Sell |
11,043
-3,200
| -22% | -$258K | 0.09% | 176 |
|
|
2016
Q3 | $1.2M | Sell |
14,243
-5,630
| -28% | -$474K | 0.12% | 133 |
|
|
2016
Q2 | $1.68M | Sell |
19,873
-250
| -1% | -$21.1K | 0.17% | 113 |
|
|
2016
Q1 | $1.67M | Buy |
20,123
+450
| +2% | +$37.3K | 0.18% | 111 |
|
|
2015
Q4 | $1.59M | Buy |
+19,673
| New | +$1.59M | 0.17% | 115 |
|
|
2014
Q1 | – | Sell |
-24,538
| Closed | -$1.96M | – | 251 |
|
|
2013
Q4 | $1.96M | Buy |
24,538
+200
| +0.8% | +$16K | 0.2% | 120 |
|
|
2013
Q3 | $1.97M | Sell |
24,338
-8,851
| -27% | -$716K | 0.21% | 115 |
|
|
2013
Q2 | $2.68M | Buy |
+33,189
| New | +$2.68M | 0.31% | 90 |
|