TrueWealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Sell |
7,185
-106
| -1% | -$8.34K | 0.17% | 113 |
|
|
2025
Q1 | $571K | Sell |
7,291
-756
| -9% | -$59.2K | 0.19% | 100 |
|
|
2024
Q4 | $622K | Buy |
8,047
+10
| +0.1% | +$773 | 0.21% | 91 |
|
|
2024
Q3 | $632K | Sell |
8,037
-1,538
| -16% | -$121K | 0.21% | 90 |
|
|
2024
Q2 | $734K | Buy |
9,575
+903
| +10% | +$69.3K | 0.27% | 74 |
|
|
2024
Q1 | $665K | Sell |
8,672
-375
| -4% | -$28.8K | 0.26% | 73 |
|
|
2023
Q4 | $697K | Sell |
9,047
-660
| -7% | -$50.8K | 0.27% | 67 |
|
|
2023
Q3 | $730K | Buy |
9,707
+474
| +5% | +$35.6K | 0.31% | 64 |
|
|
2023
Q2 | $698K | Sell |
9,233
-338
| -4% | -$25.5K | 0.29% | 67 |
|
|
2023
Q1 | $732K | Sell |
9,571
-368
| -4% | -$28.1K | 0.31% | 64 |
|
|
2022
Q4 | $748K | Sell |
9,939
-1,228
| -11% | -$92.4K | 0.33% | 60 |
|
|
2022
Q3 | $835K | Sell |
11,167
-412
| -4% | -$30.8K | 0.4% | 54 |
|
|
2022
Q2 | $889K | Sell |
11,579
-1,378
| -11% | -$106K | 0.41% | 54 |
|
|
2022
Q1 | $1.05M | Hold |
12,957
| – | – | 0.47% | 48 |
|
|
2021
Q4 | $1.05M | Buy |
12,957
+1,643
| +15% | +$133K | 0.47% | 48 |
|
|
2021
Q3 | $927K | Sell |
11,314
-1,892
| -14% | -$155K | 0.52% | 49 |
|
|
2021
Q2 | $1.09M | Buy |
13,206
+580
| +5% | +$47.7K | 0.63% | 35 |
|
|
2021
Q1 | $1.04M | Buy |
+12,626
| New | +$1.04M | 0.67% | 33 |
|