TrueWealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $256K | Sell |
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|
2025
Q2 | $254K | Sell |
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|
2025
Q1 | $255K | Sell |
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|
2024
Q4 | $275K | Buy |
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|
2024
Q3 | $280K | Sell |
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|
2024
Q2 | $322K | Buy |
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|
2024
Q1 | $288K | Sell |
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|
2023
Q4 | $303K | Sell |
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|
2023
Q3 | $291K | Sell |
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|
2023
Q2 | $306K | Sell |
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|
2023
Q1 | $327K | Sell |
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|
2022
Q4 | $335K | Sell |
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|
2022
Q3 | $386K | Sell |
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|
2022
Q2 | $420K | Sell |
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|
2022
Q1 | $506K | Hold |
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|
2021
Q4 | $506K | Buy |
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|
2021
Q3 | $445K | Sell |
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|
2021
Q2 | $526K | Buy |
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|
2021
Q1 | $502K | Buy |
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