CIA
Choate Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.3K | Buy |
+574
| New | +$42.3K | ﹤0.01% | 443 |
|
|
2024
Q3 | – | Sell |
-5,366
| Closed | -$387K | – | 386 |
|
|
2024
Q2 | $387K | Buy |
5,366
+245
| +5% | +$17.7K | 0.01% | 278 |
|
|
2024
Q1 | $372K | Sell |
5,121
-10
| -0.2% | -$726 | 0.01% | 304 |
|
|
2023
Q4 | $377K | Buy |
5,131
+121
| +2% | +$8.9K | 0.01% | 281 |
|
|
2023
Q3 | $350K | Hold |
5,010
| – | – | 0.01% | 275 |
|
|
2023
Q2 | $364K | Sell |
5,010
-275
| -5% | -$20K | 0.02% | 227 |
|
|
2023
Q1 | $390K | Buy |
5,285
+3,504
| +197% | +$259K | 0.02% | 205 |
|
|
2022
Q4 | $128K | Sell |
1,781
-1,908
| -52% | -$137K | 0.01% | 279 |
|
|
2022
Q3 | $263K | Sell |
3,689
-3,610
| -49% | -$257K | 0.02% | 214 |
|
|
2022
Q2 | $550K | Sell |
7,299
-7,987
| -52% | -$602K | 0.03% | 159 |
|
|
2022
Q1 | $1.22M | Sell |
15,286
-484
| -3% | -$38.5K | 0.06% | 127 |
|
|
2021
Q4 | $1.34M | Sell |
15,770
-3,255
| -17% | -$276K | 0.08% | 116 |
|
|
2021
Q3 | $1.63M | Sell |
19,025
-5
| -0% | -$427 | 0.1% | 82 |
|
|
2021
Q2 | $1.64M | Sell |
19,030
-165
| -0.9% | -$14.2K | 0.1% | 79 |
|
|
2021
Q1 | $1.63M | Hold |
19,195
| – | – | 0.1% | 82 |
|
|
2020
Q4 | $1.69M | Sell |
19,195
-2,261
| -11% | -$199K | 0.1% | 77 |
|
|
2020
Q3 | $1.89M | Buy |
21,456
+2,094
| +11% | +$185K | 0.12% | 70 |
|
|
2020
Q2 | $1.71M | Sell |
19,362
-46
| -0.2% | -$4.06K | 0.12% | 67 |
|
|
2020
Q1 | $1.66M | Buy |
19,408
+10,670
| +122% | +$910K | 0.13% | 69 |
|
|
2019
Q4 | $733K | Sell |
8,738
-20
| -0.2% | -$1.68K | 0.04% | 130 |
|
|
2019
Q3 | $739K | Buy |
8,758
+30
| +0.3% | +$2.53K | 0.05% | 131 |
|
|
2019
Q2 | $725K | Buy |
8,728
+57
| +0.7% | +$4.74K | 0.04% | 131 |
|
|
2019
Q1 | $704K | Buy |
8,671
+5,390
| +164% | +$438K | 0.04% | 135 |
|
|
2018
Q4 | $260K | Sell |
3,281
-2,795
| -46% | -$221K | 0.02% | 195 |
|
|
2018
Q3 | $478K | Sell |
6,076
-39,645
| -87% | -$3.12M | 0.03% | 142 |
|
|
2018
Q2 | $3.62M | Sell |
45,721
-3,344
| -7% | -$265K | 0.21% | 55 |
|
|
2018
Q1 | $3.92M | Sell |
49,065
-1,638
| -3% | -$131K | 0.21% | 54 |
|
|
2017
Q4 | $4.14M | Sell |
50,703
-13,457
| -21% | -$1.1M | 0.21% | 60 |
|
|
2017
Q3 | $5.26M | Sell |
64,160
-47,819
| -43% | -$3.92M | 0.28% | 42 |
|
|
2017
Q2 | $9.16M | Sell |
111,979
-112,571
| -50% | -$9.21M | 0.52% | 30 |
|
|
2017
Q1 | $18.2M | Sell |
224,550
-42,525
| -16% | -$3.45M | 1.06% | 15 |
|
|
2016
Q4 | $21.6M | Buy |
+267,075
| New | +$21.6M | 1.37% | 9 |
|
|
2016
Q1 | – | Sell |
-4,719
| Closed | -$389K | – | 247 |
|
|
2015
Q4 | $389K | Buy |
+4,719
| New | +$389K | 0.03% | 193 |
|
|
2015
Q3 | – | Sell |
-6,696
| Closed | -$544K | – | 252 |
|
|
2015
Q2 | $544K | Buy |
6,696
+65
| +1% | +$5.28K | 0.03% | 155 |
|
|
2015
Q1 | $553K | Buy |
6,631
+1,912
| +41% | +$159K | 0.03% | 160 |
|
|
2014
Q4 | $389K | Sell |
4,719
-1,750
| -27% | -$144K | 0.02% | 196 |
|
|
2014
Q3 | $530K | Sell |
6,469
-3,452
| -35% | -$283K | 0.03% | 170 |
|
|
2014
Q2 | $816K | Buy |
9,921
+935
| +10% | +$76.9K | 0.05% | 141 |
|
|
2014
Q1 | $730K | Buy |
8,986
+3,986
| +80% | +$324K | 0.05% | 149 |
|
|
2013
Q4 | $400K | Hold |
5,000
| – | – | 0.03% | 197 |
|
|
2013
Q3 | $404K | Buy |
5,000
+616
| +14% | +$49.8K | 0.03% | 185 |
|
|
2013
Q2 | $355K | Buy |
+4,384
| New | +$355K | 0.03% | 197 |
|