True Link Financial Advisors, LLC Closed Holding Positions

True Link Financial Advisors, LLC

  • $1.34 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Vanguard Gnma Inv
Q1 2022 Filed on May 16, 2022
514
N/A
Vanguard Short Term Inve Stment Grade Adm
Q1 2022 Filed on May 16, 2022
4,373
N/A
Vanguard Real Estate Ind Ex Admiral
Q1 2022 Filed on May 16, 2022
26
N/A
Vanguard Growth Index Ad Miral
Q1 2022 Filed on May 16, 2022
13
N/A
Vanguard Growth Index In Stitutional
Q1 2022 Filed on May 16, 2022
1,040
N/A
Vanguard Mid Cap Index A Dmiral
Q1 2022 Filed on May 16, 2022
1,122
N/A
Vanguard Institutional I Ndex I
Q1 2022 Filed on May 16, 2022
3,194
N/A
Vanguard Value Index I
Q1 2022 Filed on May 16, 2022
4,080
N/A
Vanguard Mid Cap Index I Nstitutional
Q1 2022 Filed on May 16, 2022
3,277
N/A
Vanguard Mid Cap Growth Index Admiral
Q1 2022 Filed on May 16, 2022
3,174
N/A
Vanguard Mid Cap Value I Ndex Admiral
Q1 2022 Filed on May 16, 2022
2,690
N/A
WPM
Wheaton Precious Metals Corp.

Basic Materials
Q1 2022 Filed on May 16, 2022
400
$38.56 - $49.13 $15.4K - $19.7K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q1 2022 Filed on May 16, 2022
1,871
$77.77 - $81.19 $146K - $152K
Vanguard Total Bond Mark Et Index Adm
Q1 2022 Filed on May 16, 2022
33,983
N/A
Vanguard Short Term Bond Index Adm
Q1 2022 Filed on May 16, 2022
7,981
N/A
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2022 Filed on May 16, 2022
95
$35.69 - $43.02 $3.39K - $4.09K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
Q1 2022 Filed on May 16, 2022
1,000
$48.98 - $56.19 $49K - $56.2K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
Q1 2022 Filed on May 16, 2022
1,071
$51.36 - $58.82 $55K - $63K
Schwab Short Term Bond I Ndex
Q1 2022 Filed on May 16, 2022
3,029
N/A
Schwab Value Advantage M Oney Inv
Q1 2022 Filed on May 16, 2022
25,111
N/A
SYY
Sysco Corp

Consumer Defensive
Q1 2022 Filed on May 16, 2022
103
$75.31 - $88.37 $7.76K - $9.1K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q1 2022 Filed on May 16, 2022
25
$13.54 - $15.35 $339 - $384
Tweedy, Browne Internati Onal Value Fund
Q1 2022 Filed on May 16, 2022
655
N/A
TJX
Tjx Companies Inc

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
88
$58.33 - $76.72 $5.13K - $6.75K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
16
$524.0 - $644.92 $8.38K - $10.3K
Templeton Global Bond A
Q1 2022 Filed on May 16, 2022
4,798
N/A
TT
Trane Technologies PLC

Industrials
Q1 2022 Filed on May 16, 2022
650
$142.78 - $195.24 $92.8K - $127K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
275
$349.42 - $418.74 $96.1K - $115K
UNH
Unitedhealth Group Inc

Healthcare
Q1 2022 Filed on May 16, 2022
101
$455.89 - $520.82 $46K - $52.6K
USB
Us Bancorp \De\

Financial Services
Q1 2022 Filed on May 16, 2022
162
$52.65 - $63.25 $8.53K - $10.2K
Vanguard Interm Term Bon D Index Adm
Q1 2022 Filed on May 16, 2022
25,426
N/A
Vanguard Small Cap Index I
Q1 2022 Filed on May 16, 2022
635
N/A
MMM
3 M CO

Industrials
Q1 2022 Filed on May 16, 2022
223
$140.96 - $181.02 $31.4K - $40.4K
Mt Pleasant Sc W S 5percent28 Comb Util Due 06 01 28
Q1 2022 Filed on May 16, 2022
200,000
N/A
Driehaus Emerging Market S Growth Instl
Q1 2022 Filed on May 16, 2022
147
N/A
DIS
Walt Disney CO

Communication Services
Q1 2022 Filed on May 16, 2022
63
$129.03 - $157.89 $8.13K - $9.95K
Bny Mellon International Stock Fund I
Q1 2022 Filed on May 16, 2022
347
N/A
Dunham Long Short Credit Fund Class N
Q1 2022 Filed on May 16, 2022
905
N/A
Dunham Corporate Governm Ent Bond N
Q1 2022 Filed on May 16, 2022
626
N/A
Louisiana St 5percent34 Go Utx Due 03 01 34
Q1 2022 Filed on May 16, 2022
335,000
N/A
Dunham High Yield Bond N
Q1 2022 Filed on May 16, 2022
602
N/A
Dunham International Opp Ortunity Bond N
Q1 2022 Filed on May 16, 2022
780
N/A
Louisiana Public Fa 5percent25 Syst Hlth Due 05 15 25 Xtro
Q1 2022 Filed on May 16, 2022
250,000
N/A
Dodge & Cox Internationa L Stock
Q1 2022 Filed on May 16, 2022
3,437
N/A
Dodge & Cox Stock
Q1 2022 Filed on May 16, 2022
321
N/A
King Cnty Wa Sd 5percent29 Go Utx Due 12 01 29
Q1 2022 Filed on May 16, 2022
280,000
N/A
In St Fin Auth Rev 5percent33 Pool Auth Due 02 01 33
Q1 2022 Filed on May 16, 2022
300,000
N/A
AGFS
Agro Fresh Solutions, Inc.

Consumer Defensive
Q1 2022 Filed on May 16, 2022
43
$1.85 - $2.26 $79.6 - $97.2
Houston Texas Utili 5percent29 Comb Util Due 11 15 29
Q1 2022 Filed on May 16, 2022
375,000
N/A
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