TIAM2
Tru Independence Asset Management 2’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-28,988
| Closed | -$5.1M | – | 98 |
|
|
2022
Q1 | $5.1M | Sell |
28,988
-17,260
| -37% | -$3.04M | 2.93% | 9 |
|
|
2021
Q4 | $8.27M | Buy |
+46,248
| New | +$8.27M | 4.38% | 4 |
|
|
2021
Q1 | – | Sell |
-199
| Closed | -$28K | – | 398 |
|
|
2020
Q4 | $28K | Buy |
+199
| New | +$28K | 0.02% | 224 |
|