TFA
Tobias Financial 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 | $37M | Buy |
470,019
+25,967
| +6% | +$2.04M | 6.33% | 3 |
|
|
2025
Q1 | $34.8M | Buy |
444,052
+437,344
| +6,520% | +$34.2M | 6.75% | 2 |
|
|
2024
Q4 | $518K | Buy |
6,708
+51
| +0.8% | +$3.94K | 0.1% | 70 |
|
|
2024
Q3 | $524K | Sell |
6,657
-178
| -3% | -$14K | 0.11% | 65 |
|
|
2024
Q2 | $524K | Sell |
6,835
-1,516
| -18% | -$116K | 0.11% | 66 |
|
|
2024
Q1 | $640K | Sell |
8,351
-5
| -0.1% | -$383 | 0.15% | 60 |
|
|
2023
Q4 | $644K | Sell |
8,356
-646,232
| -99% | -$49.8M | 0.16% | 60 |
|
|
2023
Q3 | $49.2M | Buy |
654,588
+64,285
| +11% | +$4.83M | 12.91% | 1 |
|
|
2023
Q2 | $44.6M | Buy |
590,303
+17,494
| +3% | +$1.32M | 12.02% | 1 |
|
|
2023
Q1 | $43.8M | Buy |
572,809
+260,553
| +83% | +$19.9M | 12.85% | 1 |
|
|
2022
Q4 | $23.5M | Buy |
312,256
+91,833
| +42% | +$6.91M | 7.72% | 1 |
|
|
2022
Q3 | $16.5M | Buy |
220,423
+211,658
| +2,415% | +$15.8M | 5.82% | 5 |
|
|
2022
Q2 | $673K | Buy |
+8,765
| New | +$673K | 0.23% | 54 |
|