TIAM2
Tru Independence Asset Management 2’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,031
| Closed | -$529K | – | 95 |
|
|
2025
Q1 | $529K | Buy |
+2,031
| New | +$529K | 0.4% | 52 |
|
|
2022
Q1 | – | Sell |
-5,368
| Closed | -$1.21M | – | 137 |
|
|
2021
Q4 | $1.21M | Sell |
5,368
-443
| -8% | -$100K | 0.64% | 34 |
|
|
2021
Q3 | $1.27M | Sell |
5,811
-14,617
| -72% | -$3.2M | 0.9% | 22 |
|
|
2021
Q2 | $4.6M | Buy |
20,428
+6,127
| +43% | +$1.38M | 3.14% | 10 |
|
|
2021
Q1 | $3.06M | Buy |
14,301
+3,238
| +29% | +$693K | 2.42% | 14 |
|
|
2020
Q4 | $2.15M | Buy |
+11,063
| New | +$2.15M | 1.81% | 17 |
|