TCM
TruNorth Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
13,960
-1,415
| -9% | -$111K | 0.24% | 33 |
|
|
2025
Q1 | $1.2M | Sell |
15,375
-277
| -2% | -$21.7K | 0.3% | 30 |
|
|
2024
Q4 | $1.21M | Sell |
15,652
-6,462
| -29% | -$499K | 0.33% | 28 |
|
|
2024
Q3 | $1.74M | Sell |
22,114
-1,066
| -5% | -$83.9K | 0.52% | 24 |
|
|
2024
Q2 | $1.78M | Buy |
23,180
+1,100
| +5% | +$84.4K | 0.58% | 24 |
|
|
2024
Q1 | $1.69M | Buy |
+22,080
| New | +$1.69M | 0.58% | 22 |
|