CIA
Choate Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.6K | Buy |
+440
| New | +$34.6K | ﹤0.01% | 448 |
|
|
2023
Q4 | – | Sell |
-455
| Closed | -$34.2K | – | 385 |
|
|
2023
Q3 | $34.2K | Buy |
455
+85
| +23% | +$6.39K | ﹤0.01% | 411 |
|
|
2023
Q2 | $28K | Hold |
370
| – | – | ﹤0.01% | 328 |
|
|
2023
Q1 | $28.3K | Sell |
370
-1,638
| -82% | -$125K | ﹤0.01% | 304 |
|
|
2022
Q4 | $151K | Sell |
2,008
-2,166
| -52% | -$163K | 0.01% | 273 |
|
|
2022
Q3 | $312K | Sell |
4,174
-1,287
| -24% | -$96.2K | 0.02% | 199 |
|
|
2022
Q2 | $419K | Sell |
5,461
-577
| -10% | -$44.3K | 0.03% | 185 |
|
|
2022
Q1 | $470K | Sell |
6,038
-577
| -9% | -$44.9K | 0.03% | 204 |
|
|
2021
Q4 | $535K | Hold |
6,615
| – | – | 0.03% | 177 |
|
|
2021
Q3 | $542K | Sell |
6,615
-680
| -9% | -$55.7K | 0.03% | 171 |
|
|
2021
Q2 | $599K | Buy |
7,295
+1,107
| +18% | +$90.9K | 0.04% | 163 |
|
|
2021
Q1 | $509K | Hold |
6,188
| – | – | 0.03% | 174 |
|
|
2020
Q4 | $513K | Sell |
6,188
-111
| -2% | -$9.2K | 0.03% | 162 |
|
|
2020
Q3 | $523K | Buy |
6,299
+1,195
| +23% | +$99.2K | 0.03% | 151 |
|
|
2020
Q2 | $424K | Sell |
5,104
-2,135
| -29% | -$177K | 0.03% | 167 |
|
|
2020
Q1 | $595K | Hold |
7,239
| – | – | 0.05% | 135 |
|
|
2019
Q4 | $584K | Sell |
7,239
-176
| -2% | -$14.2K | 0.04% | 148 |
|
|
2019
Q3 | $599K | Buy |
7,415
+1,525
| +26% | +$123K | 0.04% | 145 |
|
|
2019
Q2 | $474K | Hold |
5,890
| – | – | 0.03% | 164 |
|
|
2019
Q1 | $469K | Buy |
+5,890
| New | +$469K | 0.03% | 165 |
|