True Link Financial Advisors, LLC Closed Holding Positions

True Link Financial Advisors, LLC

  • $1.18 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q2 2022 Filed on Aug 04, 2022
12,716
$49.95 - $54.8 $635K - $697K
ZTS
Zoetis Inc.

Healthcare
Q2 2022 Filed on Aug 04, 2022
1,159
$155.97 - $200.09 $181K - $232K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q2 2022 Filed on Aug 04, 2022
1,356
$130.25 - $170.4 $177K - $231K
IYF
Ishares Tr

ETFs
Q2 2022 Filed on Aug 04, 2022
3,244
$67.96 - $84.37 $220K - $274K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q2 2022 Filed on Aug 04, 2022
3,132
$78.1 - $85.93 $245K - $269K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q2 2022 Filed on Aug 04, 2022
6,746
$47.65 - $62.2 $321K - $420K
VO
Vanguard Mid Cap ETF

ETFs
Q2 2022 Filed on Aug 04, 2022
1,070
$190.36 - $240.41 $204K - $257K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q2 2022 Filed on Aug 04, 2022
4,763
$54.29 - $67.38 $259K - $321K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q2 2022 Filed on Aug 04, 2022
5,325
$34.33 - $38.36 $183K - $204K
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q2 2022 Filed on Aug 04, 2022
78,212
$17.23 - $19.08 $1.35M - $1.49M
Schwab International Ind Ex
Q1 2022 Filed on May 16, 2022
55
N/A
American Funds Washingto N Mutual F2
Q1 2022 Filed on May 16, 2022
207
N/A
Invesco S&P Midcap Low Volatility ETF
Q1 2022 Filed on May 16, 2022
21,418
N/A
XLI
Industrial Sector Spdr

ETFs
Q1 2022 Filed on May 16, 2022
1,185
$95.6 - $107.05 $113K - $127K
XLP
Consumer Staples Sector Spdr

ETFs
Q1 2022 Filed on May 16, 2022
1,225
N/A
XLF
Financial Sector Spdr

ETFs
Q1 2022 Filed on May 16, 2022
1,000
$35.66 - $41.42 $35.7K - $41.4K
Us Treasur Nt 2point25percent11 27 Ust Note Due 11 15 27
Q1 2022 Filed on May 16, 2022
5,000
N/A
Us Treasur Nt 2point25percent12 24 Ust Note Due 12 31 24
Q1 2022 Filed on May 16, 2022
5,000
N/A
Us Treasu Nt 2point125percent12 22 Ust Note Due 12 31 22
Q1 2022 Filed on May 16, 2022
24,000
N/A
Schwab Us Aggregate Bond Index
Q1 2022 Filed on May 16, 2022
1,503
N/A
Schwab Total Stock Marke T Index
Q1 2022 Filed on May 16, 2022
41
N/A
Schwab Value Advantage M Oney Ultra
Q1 2022 Filed on May 16, 2022
1,028,329
N/A
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q1 2022 Filed on May 16, 2022
303
$52.72 - $55.84 $16K - $16.9K
VV
Vanguard Large Cap ETF

ETFs
Q1 2022 Filed on May 16, 2022
14,956
$191.25 - $221.63 $2.86M - $3.31M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q1 2022 Filed on May 16, 2022
1
$87.31 - $99.58 $87.3 - $99.6
General Electric CO
Q1 2022 Filed on May 16, 2022
174
N/A
Us Treasur Nt 2point25percent12 23 Ust Note Due 12 31 23
Q1 2022 Filed on May 16, 2022
24,000
N/A
OXYWS
Occidental Pete Corp Wt Exp 08
Q1 2022 Filed on May 16, 2022
22
N/A
WM
Waste Management Inc

Industrials
Q1 2022 Filed on May 16, 2022
735
$140.6 - $164.3 $103K - $121K
Vanguard Short Term Fede Ral Inv
Q1 2022 Filed on May 16, 2022
231
N/A
Vanguard Small Cap Growt H Index Admiral
Q1 2022 Filed on May 16, 2022
206
N/A
Vanguard Small Cap Index I
Q1 2022 Filed on May 16, 2022
635
N/A
Vanguard Mid Cap Value I Ndex Admiral
Q1 2022 Filed on May 16, 2022
2,690
N/A
Vanguard Mid Cap Growth Index Admiral
Q1 2022 Filed on May 16, 2022
3,174
N/A
Vanguard Mid Cap Index I Nstitutional
Q1 2022 Filed on May 16, 2022
3,277
N/A
Vanguard Value Index I
Q1 2022 Filed on May 16, 2022
4,080
N/A
Vanguard Institutional I Ndex I
Q1 2022 Filed on May 16, 2022
3,194
N/A
Vanguard Short Term Fede Ral Adm
Q1 2022 Filed on May 16, 2022
204,473
N/A
WMT
Walmart Inc.

Consumer Defensive
Q1 2022 Filed on May 16, 2022
834
$133.53 - $149.87 $111K - $125K
Vanguard Small Cap Growt H Index I
Q1 2022 Filed on May 16, 2022
848
N/A
WEC
Wec Energy Group, Inc.

Utilities
Q1 2022 Filed on May 16, 2022
27
$88.34 - $100.29 $2.39K - $2.71K
Vanguard International G Rowth Adm
Q1 2022 Filed on May 16, 2022
793
N/A
Vanguard Wellington Inv
Q1 2022 Filed on May 16, 2022
764
N/A
Vanguard Value Index Adm
Q1 2022 Filed on May 16, 2022
3,336
N/A
Vanguard Developed Marke Ts Index Admiral
Q1 2022 Filed on May 16, 2022
27,582
N/A
Vanguard Total Intl Bd I Dx Admiral
Q1 2022 Filed on May 16, 2022
11,831
N/A
Vanguard Small Cap Index Adm
Q1 2022 Filed on May 16, 2022
1,376
N/A
Vanguard Small Cap Value Index I
Q1 2022 Filed on May 16, 2022
1,513
N/A
Vanguard Mid Cap Index A Dmiral
Q1 2022 Filed on May 16, 2022
1,122
N/A
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