TA
TrueWealth 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 | $254K | Sell |
3,651
-42
| -1% | -$2.92K | 0.08% | 194 |
|
|
2025
Q1 | $260K | Sell |
3,693
-226
| -6% | -$15.9K | 0.09% | 184 |
|
|
2024
Q4 | $268K | Buy |
3,919
+169
| +5% | +$11.6K | 0.09% | 184 |
|
|
2024
Q3 | $282K | Sell |
3,750
-762
| -17% | -$57.3K | 0.09% | 181 |
|
|
2024
Q2 | $317K | Buy |
4,512
+525
| +13% | +$36.9K | 0.12% | 143 |
|
|
2024
Q1 | $288K | Sell |
3,987
-172
| -4% | -$12.4K | 0.11% | 157 |
|
|
2023
Q4 | $310K | Sell |
4,159
-341
| -8% | -$25.4K | 0.12% | 137 |
|
|
2023
Q3 | $302K | Buy |
4,500
+16
| +0.4% | +$1.07K | 0.13% | 128 |
|
|
2023
Q2 | $336K | Sell |
4,484
-106
| -2% | -$7.94K | 0.14% | 116 |
|
|
2023
Q1 | $352K | Sell |
4,590
-140
| -3% | -$10.7K | 0.15% | 110 |
|
|
2022
Q4 | $343K | Sell |
4,730
-694
| -13% | -$50.3K | 0.15% | 116 |
|
|
2022
Q3 | $390K | Sell |
5,424
-203
| -4% | -$14.6K | 0.18% | 91 |
|
|
2022
Q2 | $449K | Buy |
5,627
+168
| +3% | +$13.4K | 0.21% | 89 |
|
|
2022
Q1 | $562K | Hold |
5,459
| – | – | 0.25% | 82 |
|
|
2021
Q4 | $562K | Buy |
5,459
+748
| +16% | +$77K | 0.25% | 82 |
|
|
2021
Q3 | $482K | Sell |
4,711
-805
| -15% | -$82.4K | 0.27% | 75 |
|
|
2021
Q2 | $568K | Buy |
5,516
+125
| +2% | +$12.9K | 0.33% | 59 |
|
|
2021
Q1 | $537K | Buy |
+5,391
| New | +$537K | 0.35% | 60 |
|