Chesley Taft & Associates’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Buy |
60,399
+5,100
| +9% | +$256K | 0.14% | 119 |
|
|
2025
Q1 | $2.76M | Buy |
55,299
+8,350
| +18% | +$417K | 0.13% | 117 |
|
|
2024
Q4 | $2.27M | Buy |
46,949
+6,000
| +15% | +$291K | 0.11% | 132 |
|
|
2024
Q3 | $2.02M | Sell |
40,949
-2,050
| -5% | -$101K | 0.1% | 141 |
|
|
2024
Q2 | $2.09M | Buy |
42,999
+50
| +0.1% | +$2.43K | 0.1% | 131 |
|
|
2024
Q1 | $2.06M | Sell |
42,949
-5,000
| -10% | -$239K | 0.11% | 131 |
|
|
2023
Q4 | $2.28M | Sell |
47,949
-15,650
| -25% | -$743K | 0.13% | 128 |
|
|
2023
Q3 | $3.01M | Sell |
63,599
-8,465
| -12% | -$400K | 0.2% | 103 |
|
|
2023
Q2 | $3.42M | Sell |
72,064
-20,167
| -22% | -$956K | 0.21% | 96 |
|
|
2023
Q1 | $4.41M | Buy |
92,231
+9,150
| +11% | +$438K | 0.29% | 79 |
|
|
2022
Q4 | $3.88M | Buy |
83,081
+10,200
| +14% | +$476K | 0.27% | 85 |
|
|
2022
Q3 | $3.51M | Hold |
72,881
| – | – | 0.26% | 88 |
|
|
2022
Q2 | $3.65M | Buy |
72,881
+1,000
| +1% | +$50.1K | 0.25% | 91 |
|
|
2022
Q1 | $3.64M | Buy |
71,881
+1,375
| +2% | +$69.6K | 0.21% | 100 |
|
|
2021
Q4 | $3.62M | Buy |
70,506
+2,400
| +4% | +$123K | 0.19% | 105 |
|
|
2021
Q3 | $3.58M | Buy |
68,106
+1,050
| +2% | +$55.2K | 0.2% | 104 |
|
|
2021
Q2 | $3.51M | Buy |
67,056
+11,105
| +20% | +$582K | 0.2% | 101 |
|
|
2021
Q1 | $2.88M | Buy |
55,951
+18,485
| +49% | +$953K | 0.17% | 110 |
|
|
2020
Q4 | $1.92M | Hold |
37,466
| – | – | 0.12% | 126 |
|
|
2020
Q3 | $1.91M | Buy |
37,466
+3,000
| +9% | +$153K | 0.14% | 117 |
|
|
2020
Q2 | $1.73M | Buy |
34,466
+2,500
| +8% | +$125K | 0.13% | 121 |
|
|
2020
Q1 | $1.56M | Hold |
31,966
| – | – | 0.14% | 115 |
|
|
2019
Q4 | $1.58M | Sell |
31,966
-2,000
| -6% | -$98.5K | 0.11% | 136 |
|
|
2019
Q3 | $1.67M | Hold |
33,966
| – | – | 0.13% | 128 |
|
|
2019
Q2 | $1.68M | Buy |
33,966
+1,900
| +6% | +$93.7K | 0.13% | 125 |
|
|
2019
Q1 | $1.56M | Sell |
32,066
-2,000
| -6% | -$97.4K | 0.13% | 126 |
|
|
2018
Q4 | $1.63M | Hold |
34,066
| – | – | 0.16% | 115 |
|
|
2018
Q3 | $1.65M | Sell |
34,066
-1,100
| -3% | -$53.2K | 0.13% | 129 |
|
|
2018
Q2 | $1.72M | Hold |
35,166
| – | – | 0.15% | 125 |
|
|
2018
Q1 | $1.72M | Sell |
35,166
-1,334
| -4% | -$65.2K | 0.15% | 126 |
|
|
2017
Q4 | $1.78M | Sell |
36,500
-3,700
| -9% | -$181K | 0.15% | 129 |
|
|
2017
Q3 | $1.99M | Hold |
40,200
| – | – | 0.17% | 121 |
|
|
2017
Q2 | $1.98M | Buy |
40,200
+200
| +0.5% | +$9.85K | 0.18% | 116 |
|
|
2017
Q1 | $1.98M | Sell |
40,000
-2,200
| -5% | -$109K | 0.19% | 112 |
|
|
2016
Q4 | $2.08M | Hold |
42,200
| – | – | 0.21% | 99 |
|
|
2016
Q3 | $2.1M | Sell |
42,200
-500
| -1% | -$24.8K | 0.21% | 95 |
|
|
2016
Q2 | $2.11M | Hold |
42,700
| – | – | 0.22% | 101 |
|
|
2016
Q1 | $2.1M | Buy |
42,700
+1,200
| +3% | +$59K | 0.22% | 95 |
|
|
2015
Q4 | $2.01M | Buy |
+41,500
| New | +$2.01M | 0.21% | 103 |
|
|
2014
Q1 | – | Sell |
-25,500
| Closed | -$1.26M | – | 280 |
|
|
2013
Q4 | $1.26M | Buy |
25,500
+500
| +2% | +$24.7K | 0.13% | 142 |
|
|
2013
Q3 | $1.24M | Buy |
25,000
+4,500
| +22% | +$222K | 0.13% | 142 |
|
|
2013
Q2 | $1.01M | Buy |
+20,500
| New | +$1.01M | 0.12% | 148 |
|