TFA
TPG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,505
| Closed | -$370K | – | 37 |
|
|
2021
Q1 | $370K | Sell |
4,505
-281
| -6% | -$23.1K | 0.26% | 31 |
|
|
2020
Q4 | $397K | Sell |
4,786
-188
| -4% | -$15.6K | 0.29% | 29 |
|
|
2020
Q3 | $413K | Sell |
4,974
-65
| -1% | -$5.4K | 0.35% | 26 |
|
|
2020
Q2 | $419K | Sell |
5,039
-1,126
| -18% | -$93.6K | 0.38% | 26 |
|
|
2020
Q1 | $507K | Hold |
6,165
| – | – | 0.5% | 27 |
|
|
2019
Q4 | $497K | Sell |
6,165
-82
| -1% | -$6.61K | 0.41% | 32 |
|
|
2019
Q3 | $505K | Sell |
6,247
-25
| -0.4% | -$2.02K | 0.45% | 30 |
|
|
2019
Q2 | $505K | Sell |
6,272
-322
| -5% | -$25.9K | 0.46% | 27 |
|
|
2019
Q1 | $523K | Sell |
6,594
-3,609
| -35% | -$286K | 0.51% | 27 |
|
|
2018
Q4 | $802K | Buy |
+10,203
| New | +$802K | 0.87% | 23 |
|