TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $881K | Buy |
10,600
+334
| +3% | +$27.8K | 0.37% | 46 |
|
|
2020
Q1 | $844K | Buy |
10,266
+658
| +7% | +$54.1K | 0.41% | 43 |
|
|
2019
Q4 | $775K | Buy |
9,608
+502
| +6% | +$40.5K | 0.31% | 47 |
|
|
2019
Q3 | $736K | Buy |
9,106
+268
| +3% | +$21.7K | 0.32% | 50 |
|
|
2019
Q2 | $712K | Buy |
8,838
+78
| +0.9% | +$6.28K | 0.32% | 50 |
|
|
2019
Q1 | $697K | Buy |
8,760
+179
| +2% | +$14.2K | 0.32% | 46 |
|
|
2018
Q4 | $674K | Buy |
8,581
+386
| +5% | +$30.3K | 0.34% | 45 |
|
|
2018
Q3 | $639K | Buy |
8,195
+467
| +6% | +$36.4K | 0.29% | 52 |
|
|
2018
Q2 | $604K | Buy |
7,728
+1,786
| +30% | +$140K | 0.29% | 54 |
|
|
2018
Q1 | $466K | Buy |
5,942
+871
| +17% | +$68.3K | 0.23% | 64 |
|
|
2017
Q4 | $401K | Buy |
+5,071
| New | +$401K | 0.19% | 85 |
|