TIAM2
Tru Independence Asset Management 2’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,328
| Closed | -$417K | – | 100 |
|
|
2025
Q1 | $417K | Buy |
+2,328
| New | +$417K | 0.31% | 62 |
|
|
2022
Q2 | – | Sell |
-110,681
| Closed | -$16.4M | – | 102 |
|
|
2022
Q1 | $16.4M | Buy |
110,681
+1,268
| +1% | +$187K | 9.4% | 2 |
|
|
2021
Q4 | $16.1M | Buy |
109,413
+66,987
| +158% | +$9.85M | 8.53% | 1 |
|
|
2021
Q3 | $5.74M | Buy |
42,426
+2,004
| +5% | +$271K | 4.07% | 7 |
|
|
2021
Q2 | $5.56M | Sell |
40,422
-24,067
| -37% | -$3.31M | 3.79% | 6 |
|
|
2021
Q1 | $8.48M | Buy |
64,489
+60,635
| +1,573% | +$7.97M | 6.71% | 1 |
|
|
2020
Q4 | $458K | Buy |
+3,854
| New | +$458K | 0.39% | 62 |
|