TWA
TCI Wealth Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-86
| Closed | -$18K | – | 2442 |
|
|
2021
Q1 | $18K | Buy |
+86
| New | +$18K | 0.01% | 596 |
|
|
2020
Q2 | – | Sell |
-1,187
| Closed | -$150K | – | 1657 |
|
|
2020
Q1 | $150K | Buy |
1,187
+1,182
| +23,640% | +$149K | 0.07% | 159 |
|
|
2019
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 1450 |
|
|
2019
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 1398 |
|
|
2019
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1317 |
|
|
2017
Q2 | – | Sell |
-25
| Closed | -$3K | – | 1383 |
|
|
2017
Q1 | $3K | Sell |
25
-829
| -97% | -$99.5K | ﹤0.01% | 871 |
|
|
2016
Q4 | $90K | Buy |
854
+4
| +0.5% | +$422 | 0.05% | 236 |
|
|
2016
Q3 | $90K | Hold |
850
| – | – | 0.05% | 226 |
|
|
2016
Q2 | $87K | Buy |
+850
| New | +$87K | 0.05% | 223 |
|