TWA
TCI Wealth Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Hold |
10,137
| – | – | 0.05% | 120 |
|
|
2025
Q1 | $615K | Hold |
10,137
| – | – | 0.05% | 110 |
|
|
2024
Q4 | $582K | Hold |
10,137
| – | – | 0.05% | 114 |
|
|
2024
Q3 | $639K | Hold |
10,137
| – | – | 0.05% | 108 |
|
|
2024
Q2 | $594K | Hold |
10,137
| – | – | 0.06% | 110 |
|
|
2024
Q1 | $595K | Hold |
10,137
| – | – | 0.06% | 109 |
|
|
2023
Q4 | $569K | Hold |
10,137
| – | – | 0.06% | 104 |
|
|
2023
Q3 | $526K | Sell |
10,137
-88
| -0.9% | -$4.57K | 0.07% | 106 |
|
|
2023
Q2 | $556K | Buy |
10,225
+27
| +0.3% | +$1.47K | 0.07% | 103 |
|
|
2023
Q1 | $545K | Hold |
10,198
| – | – | 0.07% | 100 |
|
|
2022
Q4 | $511K | Buy |
10,198
+61
| +0.6% | +$3.06K | 0.07% | 98 |
|
|
2022
Q3 | $450K | Hold |
10,137
| – | – | 0.07% | 102 |
|
|
2022
Q2 | $506K | Hold |
10,137
| – | – | 0.08% | 100 |
|
|
2022
Q1 | $584K | Hold |
10,137
| – | – | 0.09% | 91 |
|
|
2021
Q4 | $621K | Hold |
10,137
| – | – | 0.09% | 88 |
|
|
2021
Q3 | $618K | Buy |
10,137
+50
| +0.5% | +$3.05K | 0.09% | 88 |
|
|
2021
Q2 | $639K | Hold |
10,087
| – | – | 0.11% | 86 |
|
|
2021
Q1 | $612K | Hold |
10,087
| – | – | 0.26% | 74 |
|
|
2020
Q4 | $589K | Sell |
10,087
-464
| -4% | -$27.1K | 0.26% | 71 |
|
|
2020
Q3 | $532K | Hold |
10,551
| – | – | 0.21% | 77 |
|
|
2020
Q2 | $502K | Sell |
10,551
-1,642
| -13% | -$78.1K | 0.21% | 73 |
|
|
2020
Q1 | $500K | Buy |
12,193
+1,663
| +16% | +$68.2K | 0.25% | 72 |
|
|
2019
Q4 | $566K | Buy |
10,530
+12
| +0.1% | +$645 | 0.22% | 78 |
|
|
2019
Q3 | $525K | Buy |
10,518
+8
| +0.1% | +$399 | 0.23% | 76 |
|
|
2019
Q2 | $536K | Sell |
10,510
-487
| -4% | -$24.8K | 0.24% | 76 |
|
|
2019
Q1 | $552K | Buy |
10,997
+4
| +0% | +$201 | 0.24% | 79 |
|
|
2018
Q4 | $501K | Sell |
10,993
-83
| -0.7% | -$3.78K | 0.24% | 75 |
|
|
2018
Q3 | $577K | Buy |
11,076
+100
| +0.9% | +$5.21K | 0.24% | 81 |
|
|
2018
Q2 | $569K | Sell |
10,976
-736
| -6% | -$38.2K | 0.25% | 76 |
|
|
2018
Q1 | $637K | Sell |
11,712
-1,351
| -10% | -$73.5K | 0.3% | 71 |
|
|
2017
Q4 | $715K | Sell |
13,063
-70
| -0.5% | -$3.83K | 0.31% | 72 |
|
|
2017
Q3 | $692K | Buy |
13,133
+8,834
| +205% | +$465K | 0.34% | 68 |
|
|
2017
Q2 | $215K | Buy |
4,299
+12
| +0.3% | +$600 | 0.11% | 127 |
|
|
2017
Q1 | $205K | Sell |
4,287
-1,144
| -21% | -$54.7K | 0.11% | 130 |
|
|
2016
Q4 | $240K | Buy |
5,431
+1,158
| +27% | +$51.2K | 0.13% | 119 |
|
|
2016
Q3 | $194K | Buy |
4,273
+7
| +0.2% | +$318 | 0.11% | 133 |
|
|
2016
Q2 | $183K | Buy |
4,266
+14
| +0.3% | +$601 | 0.1% | 130 |
|
|
2016
Q1 | $183K | Hold |
4,252
| – | – | 0.1% | 137 |
|
|
2015
Q4 | $185K | Buy |
4,252
+2,350
| +124% | +$102K | 0.1% | 140 |
|
|
2015
Q3 | $81K | Hold |
1,902
| – | – | 0.05% | 220 |
|
|
2015
Q2 | $92K | Sell |
1,902
-143
| -7% | -$6.92K | 0.05% | 200 |
|
|
2015
Q1 | $100K | Buy |
2,045
+105
| +5% | +$5.13K | 0.06% | 176 |
|
|
2014
Q4 | $91K | Sell |
1,940
-65
| -3% | -$3.05K | 0.06% | 189 |
|
|
2014
Q3 | $99K | Buy |
2,005
+50
| +3% | +$2.47K | 0.06% | 171 |
|
|
2014
Q2 | $102K | Hold |
1,955
| – | – | 0.06% | 169 |
|
|
2014
Q1 | $98K | Buy |
1,955
+500
| +34% | +$25.1K | 0.06% | 172 |
|
|
2013
Q4 | $74K | Buy |
1,455
+63
| +5% | +$3.2K | 0.05% | 201 |
|
|
2013
Q3 | $68K | Hold |
1,392
| – | – | 0.05% | 187 |
|
|
2013
Q2 | $62K | Buy |
+1,392
| New | +$62K | 0.05% | 201 |
|