TI
tru Independence’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,193
| Closed | -$315K | – | 110 |
|
|
2023
Q3 | $315K | Sell |
4,193
-391
| -9% | -$29.4K | 0.11% | 97 |
|
|
2023
Q2 | $346K | Sell |
4,584
-742
| -14% | -$56.1K | 0.11% | 96 |
|
|
2023
Q1 | $407K | Sell |
5,326
-1,368
| -20% | -$105K | 0.13% | 89 |
|
|
2022
Q4 | $504K | Sell |
6,694
-297
| -4% | -$22.4K | 0.16% | 83 |
|
|
2022
Q3 | $523K | Sell |
6,991
-84
| -1% | -$6.28K | 0.18% | 80 |
|
|
2022
Q2 | $543K | Sell |
7,075
-598
| -8% | -$45.9K | 0.17% | 84 |
|
|
2022
Q1 | $598K | Sell |
7,673
-379
| -5% | -$29.5K | 0.16% | 92 |
|
|
2021
Q4 | $651K | Buy |
8,052
+111
| +1% | +$8.97K | 0.18% | 88 |
|
|
2021
Q3 | $651K | Buy |
+7,941
| New | +$651K | 0.18% | 87 |
|
|
2021
Q2 | – | Sell |
-76,044
| Closed | -$6.25M | – | 291 |
|
|
2021
Q1 | $6.25M | Buy |
+76,044
| New | +$6.25M | 1.18% | 24 |
|
|
2020
Q4 | – | Sell |
-54,148
| Closed | -$4.5M | – | 772 |
|
|
2020
Q3 | $4.5M | Sell |
54,148
-46,250
| -46% | -$3.84M | 1.27% | 35 |
|
|
2020
Q2 | $8.77K | Buy |
100,398
+36,670
| +58% | +$3.2K | 1.27% | 9 |
|
|
2020
Q1 | $5.44K | Buy |
63,728
+28,550
| +81% | +$2.44K | 0.89% | 20 |
|
|
2019
Q4 | $2.89M | Buy |
+35,178
| New | +$2.89M | 0.42% | 75 |
|