TIAM2
Tru Independence Asset Management 2’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-95,293
| Closed | -$7.7M | – | 102 |
|
|
2021
Q4 | $7.7M | Buy |
95,293
+7,003
| +8% | +$566K | 4.08% | 8 |
|
|
2021
Q3 | $7.23M | Buy |
88,290
+8,620
| +11% | +$706K | 5.13% | 5 |
|
|
2021
Q2 | $6.55M | Buy |
79,670
+21,614
| +37% | +$1.78M | 4.47% | 3 |
|
|
2021
Q1 | $4.77M | Buy |
58,056
+10,676
| +23% | +$878K | 3.77% | 5 |
|
|
2020
Q4 | $3.93M | Buy |
+47,380
| New | +$3.93M | 3.31% | 7 |
|