TrueWealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Sell |
3,288
-42
| -1% | -$3.25K | 0.08% | 193 |
|
|
2025
Q1 | $255K | Sell |
3,330
-354
| -10% | -$27.1K | 0.08% | 187 |
|
|
2024
Q4 | $275K | Buy |
3,684
+117
| +3% | +$8.74K | 0.09% | 180 |
|
|
2024
Q3 | $280K | Sell |
3,567
-737
| -17% | -$57.8K | 0.09% | 183 |
|
|
2024
Q2 | $322K | Buy |
4,304
+484
| +13% | +$36.2K | 0.12% | 137 |
|
|
2024
Q1 | $288K | Sell |
3,820
-150
| -4% | -$11.3K | 0.11% | 158 |
|
|
2023
Q4 | $303K | Sell |
3,970
-54
| -1% | -$4.13K | 0.12% | 142 |
|
|
2023
Q3 | $291K | Sell |
4,024
-48
| -1% | -$3.47K | 0.12% | 134 |
|
|
2023
Q2 | $306K | Sell |
4,072
-183
| -4% | -$13.8K | 0.13% | 127 |
|
|
2023
Q1 | $327K | Sell |
4,255
-251
| -6% | -$19.3K | 0.14% | 121 |
|
|
2022
Q4 | $335K | Sell |
4,506
-744
| -14% | -$55.3K | 0.15% | 122 |
|
|
2022
Q3 | $386K | Sell |
5,250
-160
| -3% | -$11.8K | 0.18% | 93 |
|
|
2022
Q2 | $420K | Sell |
5,410
-368
| -6% | -$28.6K | 0.2% | 93 |
|
|
2022
Q1 | $506K | Hold |
5,778
| – | – | 0.23% | 92 |
|
|
2021
Q4 | $506K | Buy |
5,778
+800
| +16% | +$70.1K | 0.23% | 92 |
|
|
2021
Q3 | $445K | Sell |
4,978
-870
| -15% | -$77.8K | 0.25% | 78 |
|
|
2021
Q2 | $526K | Buy |
5,848
+220
| +4% | +$19.8K | 0.31% | 65 |
|
|
2021
Q1 | $502K | Buy |
+5,628
| New | +$502K | 0.33% | 64 |
|