TruWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $204K | Sell |
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|
2023
Q3 | $206K | Sell |
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|
2023
Q2 | $282K | Sell |
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|
2023
Q1 | $315K | Sell |
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|
2022
Q4 | $498K | Sell |
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|
2022
Q3 | $894K | Sell |
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|
2022
Q2 | $1.21M | Sell |
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|
2022
Q1 | $1.69M | Sell |
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|
2021
Q4 | $98M | Buy |
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|
2021
Q3 | $94M | Buy |
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|
2021
Q2 | $90.1M | Sell |
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|
2021
Q1 | $90.6M | Buy |
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|
2020
Q4 | $81.6M | Buy |
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