TFA
Tranquilli Financial Advisor’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 | $6.37M | Sell |
80,895
-18,522
| -19% | -$1.46M | 3.94% | 3 |
|
|
2025
Q1 | $7.78M | Buy |
99,417
+31,264
| +46% | +$2.45M | 4.93% | 2 |
|
|
2024
Q4 | $5.27M | Buy |
+68,153
| New | +$5.27M | 3.34% | 8 |
|
|
2023
Q4 | – | Sell |
-146,767
| Closed | -$11M | – | 100 |
|
|
2023
Q3 | $11M | Sell |
146,767
-442,426
| -75% | -$33.3M | 7.97% | 1 |
|
|
2023
Q2 | $44.5M | Sell |
589,193
-76,948
| -12% | -$5.81M | 31.52% | 1 |
|
|
2023
Q1 | $51M | Buy |
666,141
+51,852
| +8% | +$3.97M | 38.1% | 1 |
|
|
2022
Q4 | $46.2M | Sell |
614,289
-144,228
| -19% | -$10.9M | 35.1% | 1 |
|
|
2022
Q3 | $56.8M | Buy |
758,517
+61,783
| +9% | +$4.62M | 44.97% | 1 |
|
|
2022
Q2 | $53.5M | Buy |
696,734
+519,346
| +293% | +$39.9M | 41% | 1 |
|
|
2022
Q1 | $13.8M | Buy |
177,388
+149,711
| +541% | +$11.7M | 9.83% | 1 |
|
|
2021
Q4 | $2.24M | Buy |
27,677
+5,026
| +22% | +$406K | 1.57% | 23 |
|
|
2021
Q3 | $1.86M | Sell |
22,651
-27,205
| -55% | -$2.23M | 1.39% | 26 |
|
|
2021
Q2 | $4.1M | Buy |
49,856
+729
| +1% | +$59.9K | 3.08% | 17 |
|
|
2021
Q1 | $4.04M | Buy |
49,127
+42,803
| +677% | +$3.52M | 3.26% | 13 |
|
|
2020
Q4 | $524K | Buy |
+6,324
| New | +$524K | 0.48% | 42 |
|