TLFA
True Link Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166M | Buy |
2,104,472
+67,033
| +3% | +$5.28M | 11.43% | 3 |
|
|
2025
Q1 | $159M | Buy |
2,037,439
+237,676
| +13% | +$18.6M | 11.9% | 2 |
|
|
2024
Q4 | $139M | Sell |
1,799,763
-233,189
| -11% | -$18M | 11.67% | 3 |
|
|
2024
Q3 | $160M | Sell |
2,032,952
-775,009
| -28% | -$61M | 13.58% | 2 |
|
|
2024
Q2 | $215M | Buy |
2,807,961
+70,196
| +3% | +$5.38M | 19.98% | 1 |
|
|
2024
Q1 | $210M | Sell |
2,737,765
-98,072
| -3% | -$7.52M | 20.13% | 1 |
|
|
2023
Q4 | $218M | Buy |
2,835,837
+174,785
| +7% | +$13.5M | 23.64% | 1 |
|
|
2023
Q3 | $200M | Sell |
2,661,052
-541,937
| -17% | -$40.7M | 24% | 1 |
|
|
2023
Q2 | $242M | Buy |
3,202,989
+179,430
| +6% | +$13.6M | 29.25% | 1 |
|
|
2023
Q1 | $231M | Buy |
3,023,559
+129,707
| +4% | +$9.92M | 28.96% | 1 |
|
|
2022
Q4 | $218M | Buy |
2,893,852
+117,082
| +4% | +$8.81M | 29.53% | 1 |
|
|
2022
Q3 | $208M | Buy |
2,776,770
+248,010
| +10% | +$18.6M | 30.11% | 1 |
|
|
2022
Q2 | $194M | Buy |
2,528,760
+659,924
| +35% | +$50.7M | 29.36% | 1 |
|
|
2022
Q1 | $146M | Buy |
1,868,836
+79,645
| +4% | +$6.2M | 21.05% | 1 |
|
|
2021
Q4 | $145M | Buy |
1,789,191
+38,301
| +2% | +$3.1M | 19.3% | 1 |
|
|
2021
Q3 | $143M | Buy |
1,750,890
+133,656
| +8% | +$11M | 19.68% | 1 |
|
|
2021
Q2 | $133M | Buy |
1,617,234
+459,853
| +40% | +$37.8M | 19.49% | 1 |
|
|
2021
Q1 | $95.1M | Buy |
1,157,381
+158,013
| +16% | +$13M | 13.79% | 1 |
|
|
2020
Q4 | $82.8M | Buy |
+999,368
| New | +$82.8M | 12.98% | 1 |
|