TFA
Transamerica Financial Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1
| Closed | -$1K | – | 599 |
|
|
2024
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 400 |
|
|
2024
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 444 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 394 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 420 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 392 |
|
|
2023
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 387 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 435 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 410 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 417 |
|
|
2018
Q4 | – | Sell |
-1
| Closed | -$1K | – | 518 |
|
|
2018
Q3 | $1K | Sell |
1
-259
| -100% | -$259K | ﹤0.01% | 391 |
|
|
2018
Q2 | $24K | Sell |
260
-620
| -70% | -$57.2K | 0.01% | 247 |
|
|
2018
Q1 | $80K | Buy |
880
+44
| +5% | +$4K | 0.01% | 218 |
|
|
2017
Q4 | $80K | Sell |
836
-393
| -32% | -$37.6K | 0.01% | 227 |
|
|
2017
Q3 | $116K | Sell |
1,229
-116
| -9% | -$10.9K | 0.01% | 222 |
|
|
2017
Q2 | $126K | Buy |
1,345
+1,344
| +134,400% | +$126K | 0.02% | 214 |
|
|
2017
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 294 |
|
|
2016
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 326 |
|
|
2016
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 339 |
|
|
2016
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 300 |
|
|
2016
Q1 | – | Sell |
-105
| Closed | -$10K | – | 756 |
|
|
2015
Q4 | $10K | Buy |
105
+2
| +2% | +$190 | ﹤0.01% | 593 |
|
|
2015
Q3 | $10K | Sell |
103
-39,552
| -100% | -$3.84M | ﹤0.01% | 576 |
|
|
2015
Q2 | $3.48M | Sell |
39,655
-442
| -1% | -$38.7K | 0.25% | 82 |
|
|
2015
Q1 | $3.86M | Buy |
40,097
+39,998
| +40,402% | +$3.85M | 0.27% | 60 |
|
|
2014
Q4 | $10K | Hold |
99
| – | – | ﹤0.01% | 498 |
|
|
2014
Q3 | $9K | Sell |
99
-16
| -14% | -$1.46K | ﹤0.01% | 479 |
|
|
2014
Q2 | $11K | Hold |
115
| – | – | ﹤0.01% | 487 |
|
|
2014
Q1 | $10K | Buy |
115
+96
| +505% | +$8.35K | ﹤0.01% | 464 |
|
|
2013
Q4 | $2K | Sell |
19
-14,979
| -100% | -$1.58M | ﹤0.01% | 538 |
|
|
2013
Q3 | $1.25M | Buy |
14,998
+7,532
| +101% | +$626K | 0.16% | 85 |
|
|
2013
Q2 | $636K | Buy |
+7,466
| New | +$636K | 0.1% | 103 |
|