TWA
TCI Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-50
| Closed | -$9.51K | – | 2171 |
|
|
2023
Q1 | $9.51K | Hold |
50
| – | – | ﹤0.01% | 1118 |
|
|
2022
Q4 | $9.12K | Sell |
50
-26
| -34% | -$4.74K | ﹤0.01% | 1136 |
|
|
2022
Q3 | $12K | Buy |
76
+27
| +55% | +$4.26K | ﹤0.01% | 933 |
|
|
2022
Q2 | $8K | Hold |
49
| – | – | ﹤0.01% | 1186 |
|
|
2022
Q1 | $10K | Hold |
49
| – | – | ﹤0.01% | 1123 |
|
|
2021
Q4 | $10K | Sell |
49
-77
| -61% | -$15.7K | ﹤0.01% | 1203 |
|
|
2021
Q3 | $24K | Buy |
126
+77
| +157% | +$14.7K | ﹤0.01% | 603 |
|
|
2021
Q2 | $10K | Buy |
+49
| New | +$10K | ﹤0.01% | 968 |
|
|
2020
Q2 | – | Sell |
-25
| Closed | -$3K | – | 1655 |
|
|
2020
Q1 | $3K | Sell |
25
-63
| -72% | -$7.56K | ﹤0.01% | 921 |
|
|
2019
Q4 | $14K | Buy |
88
+25
| +40% | +$3.98K | 0.01% | 636 |
|
|
2019
Q3 | $9K | Hold |
63
| – | – | ﹤0.01% | 673 |
|
|
2019
Q2 | $9K | Buy |
+63
| New | +$9K | ﹤0.01% | 655 |
|