TWA
TCI Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-100
| Closed | -$19.4K | – | 2155 |
|
|
2023
Q1 | $19.4K | Buy |
+100
| New | +$19.4K | ﹤0.01% | 725 |
|
|
2022
Q4 | – | Sell |
-20
| Closed | -$3K | – | 2658 |
|
|
2022
Q3 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 1852 |
|
|
2021
Q4 | – | Sell |
-84
| Closed | -$15K | – | 2523 |
|
|
2021
Q3 | $15K | Buy |
+84
| New | +$15K | ﹤0.01% | 826 |
|
|
2021
Q1 | – | Sell |
-77
| Closed | -$13K | – | 2214 |
|
|
2020
Q4 | $13K | Hold |
77
| – | – | 0.01% | 568 |
|
|
2020
Q3 | $13K | Hold |
77
| – | – | 0.01% | 511 |
|
|
2020
Q2 | $12K | Sell |
77
-24
| -24% | -$3.74K | 0.01% | 526 |
|
|
2020
Q1 | $14K | Hold |
101
| – | – | 0.01% | 503 |
|
|
2019
Q4 | $16K | Buy |
101
+24
| +31% | +$3.8K | 0.01% | 607 |
|
|
2019
Q3 | $12K | Hold |
77
| – | – | 0.01% | 598 |
|
|
2019
Q2 | $11K | Buy |
+77
| New | +$11K | 0.01% | 606 |
|
|
2016
Q2 | – | Sell |
-31
| Closed | -$4K | – | 1378 |
|
|
2016
Q1 | $4K | Buy |
+31
| New | +$4K | ﹤0.01% | 790 |
|