TLFA
True Link Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353M | Buy |
4,562,493
+159,670
| +4% | +$12.3M | 24.35% | 1 |
|
|
2025
Q1 | $337M | Buy |
4,402,823
+449,895
| +11% | +$34.4M | 25.16% | 1 |
|
|
2024
Q4 | $295M | Buy |
3,952,928
+245,701
| +7% | +$18.4M | 24.79% | 1 |
|
|
2024
Q3 | $291M | Buy |
3,707,227
+894,519
| +32% | +$70.1M | 24.67% | 1 |
|
|
2024
Q2 | $211M | Buy |
2,812,708
+113,418
| +4% | +$8.49M | 19.54% | 2 |
|
|
2024
Q1 | $204M | Buy |
2,699,290
+713,168
| +36% | +$53.8M | 19.51% | 2 |
|
|
2023
Q4 | $152M | Buy |
1,986,122
+706,134
| +55% | +$53.9M | 16.42% | 2 |
|
|
2023
Q3 | $92.6M | Buy |
1,279,988
+740,013
| +137% | +$53.5M | 11.1% | 3 |
|
|
2023
Q2 | $40.6M | Buy |
539,975
+232,033
| +75% | +$17.5M | 4.91% | 4 |
|
|
2023
Q1 | $23.6M | Buy |
307,942
+302,129
| +5,197% | +$23.2M | 2.96% | 13 |
|
|
2022
Q4 | $432K | Buy |
5,813
+71
| +1% | +$5.28K | 0.06% | 80 |
|
|
2022
Q3 | $422K | Sell |
5,742
-748
| -12% | -$55K | 0.06% | 90 |
|
|
2022
Q2 | $504K | Sell |
6,490
-527,844
| -99% | -$41M | 0.08% | 83 |
|
|
2022
Q1 | $43.8M | Buy |
534,334
+4,027
| +0.8% | +$330K | 6.33% | 5 |
|
|
2021
Q4 | $46.5M | Sell |
530,307
-116,387
| -18% | -$10.2M | 6.2% | 4 |
|
|
2021
Q3 | $57.8M | Buy |
646,694
+30,934
| +5% | +$2.77M | 7.94% | 3 |
|
|
2021
Q2 | $55.4M | Sell |
615,760
-5,966
| -1% | -$537K | 8.12% | 3 |
|
|
2021
Q1 | $55.2M | Buy |
621,726
+153,367
| +33% | +$13.6M | 8% | 2 |
|
|
2020
Q4 | $43.5M | Buy |
+468,359
| New | +$43.5M | 6.81% | 4 |
|