TWA
TCI Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-328
| Closed | -$84K | – | 2469 |
|
|
2021
Q4 | $84K | Sell |
328
-10
| -3% | -$2.56K | 0.01% | 300 |
|
|
2021
Q3 | $80K | Hold |
338
| – | – | 0.01% | 313 |
|
|
2021
Q2 | $80K | Buy |
338
+3
| +0.9% | +$710 | 0.01% | 300 |
|
|
2021
Q1 | $74K | Buy |
335
+7
| +2% | +$1.55K | 0.03% | 277 |
|
|
2020
Q4 | $68K | Buy |
+328
| New | +$68K | 0.03% | 261 |
|