TrueWealth Financial Partners’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 | $6.18M | Sell |
79,926
-24,946
| -24% | -$1.93M | 3.41% | 13 |
|
|
2025
Q1 | $8.03M | Sell |
104,872
-20,773
| -17% | -$1.59M | 4.85% | 10 |
|
|
2024
Q4 | $9.39M | Buy |
125,645
+1,169
| +0.9% | +$87.4K | 5.83% | 9 |
|
|
2024
Q3 | $9.76M | Buy |
124,476
+10,824
| +10% | +$848K | 5.87% | 9 |
|
|
2024
Q2 | $8.51M | Buy |
113,652
+14,001
| +14% | +$1.05M | 5.49% | 9 |
|
|
2024
Q1 | $7.51M | Buy |
99,651
+4,514
| +5% | +$340K | 5.27% | 9 |
|
|
2023
Q4 | $7.27M | Buy |
95,137
+1,019
| +1% | +$77.8K | 5.52% | 9 |
|
|
2023
Q3 | $6.81M | Buy |
94,118
+4,226
| +5% | +$306K | 5.6% | 9 |
|
|
2023
Q2 | $6.76M | Buy |
89,892
+2,576
| +3% | +$194K | 5.59% | 9 |
|
|
2023
Q1 | $6.7M | Buy |
87,316
+10,505
| +14% | +$806K | 5.78% | 9 |
|
|
2022
Q4 | $5.71M | Buy |
76,811
+4,390
| +6% | +$326K | 5.53% | 9 |
|
|
2022
Q3 | $5.32M | Buy |
72,421
+5,518
| +8% | +$405K | 5.78% | 10 |
|
|
2022
Q2 | $5.2M | Buy |
66,903
+3,208
| +5% | +$249K | 5.45% | 10 |
|
|
2022
Q1 | $5.22M | Buy |
63,695
+1,618
| +3% | +$133K | 5.02% | 10 |
|
|
2021
Q4 | $5.44M | Buy |
+62,077
| New | +$5.44M | 5.32% | 9 |
|