TLFA
True Link Financial Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $765K | Hold |
11,000
| – | – | 0.05% | 38 |
|
|
2025
Q1 | $775K | Buy |
11,000
+8,000
| +267% | +$563K | 0.06% | 38 |
|
|
2024
Q4 | $205K | Hold |
3,000
| – | – | 0.02% | 72 |
|
|
2024
Q3 | $226K | Buy |
+3,000
| New | +$226K | 0.02% | 59 |
|
|
2022
Q1 | – | Sell |
-12,160
| Closed | -$1.25M | – | 144 |
|
|
2021
Q4 | $1.25M | Sell |
12,160
-2,657
| -18% | -$274K | 0.17% | 64 |
|
|
2021
Q3 | $1.52M | Sell |
14,817
-2,025
| -12% | -$207K | 0.21% | 53 |
|
|
2021
Q2 | $1.74M | Sell |
16,842
-96,605
| -85% | -$9.95M | 0.25% | 44 |
|
|
2021
Q1 | $11.1M | Buy |
113,447
+472
| +0.4% | +$46.3K | 1.61% | 14 |
|
|
2020
Q4 | $12.4M | Buy |
+112,975
| New | +$12.4M | 1.94% | 13 |
|