TWA
TCI Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,000
| Closed | -$57.8K | – | 2647 |
|
|
2022
Q4 | $57.8K | Buy |
+1,000
| New | +$57.8K | 0.01% | 365 |
|
|
2021
Q4 | – | Sell |
-1,461
| Closed | -$90K | – | 2525 |
|
|
2021
Q3 | $90K | Hold |
1,461
| – | – | 0.01% | 294 |
|
|
2021
Q2 | $90K | Hold |
1,461
| – | – | 0.02% | 279 |
|
|
2021
Q1 | $90K | Buy |
+1,461
| New | +$90K | 0.04% | 243 |
|
|
2017
Q2 | – | Sell |
-50
| Closed | -$3K | – | 1382 |
|
|
2017
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 870 |
|