TrueWealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $558K | Sell |
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|
2025
Q2 | $565K | Sell |
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|
2025
Q1 | $571K | Sell |
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|
2024
Q4 | $622K | Buy |
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|
2024
Q3 | $632K | Sell |
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|
2024
Q2 | $734K | Buy |
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|
2024
Q1 | $665K | Sell |
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|
2023
Q4 | $697K | Sell |
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|
2023
Q3 | $730K | Buy |
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|
2023
Q2 | $698K | Sell |
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|
2023
Q1 | $732K | Sell |
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|
2022
Q4 | $748K | Sell |
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|
2022
Q3 | $835K | Sell |
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|
2022
Q2 | $889K | Sell |
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|
2022
Q1 | $1.05M | Hold |
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | $927K | Sell |
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|
2021
Q2 | $1.08M | Buy |
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|
2021
Q1 | $1.04M | Buy |
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