TWA

TCI Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

TCI Wealth Advisors’s Portfolio VV Stock Details VV Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-406	Closed	-$75.8K	–	2206
2023 Q1	$75.8K	Sell	406 -390	-49%	-$72.9K	0.01%	330
2022 Q4	$139K	Buy	796 +390	+96%	+$67.9K	0.02%	214
2022 Q3	$66K	Hold	406	–	–	0.01%	316
2022 Q2	$70K	Hold	406	–	–	0.01%	303
2022 Q1	$84K	Hold	406	–	–	0.01%	291
2021 Q4	$90K	Hold	406	–	–	0.01%	291
2021 Q3	$82K	Sell	406 -34	-8%	-$6.87K	0.01%	309
2021 Q2	$88K	Buy	440 +39	+10%	+$7.8K	0.01%	282
2021 Q1	$74K	Sell	401 -34	-8%	-$6.27K	0.03%	278
2020 Q4	$76K	Hold	435	–	–	0.03%	244
2020 Q3	$68K	Sell	435 -440	-50%	-$68.8K	0.03%	246
2020 Q2	$125K	Buy	875 +286	+49%	+$40.9K	0.05%	174
2020 Q1	$70K	Hold	589	–	–	0.03%	245
2019 Q4	$87K	Hold	589	–	–	0.03%	278
2019 Q3	$80K	Hold	589	–	–	0.04%	246
2019 Q2	$79K	Buy	589 +214	+57%	+$28.7K	0.04%	246
2019 Q1	$49K	Hold	375	–	–	0.02%	333
2018 Q4	$43K	Hold	375	–	–	0.02%	331
2018 Q3	$50K	Hold	375	–	–	0.02%	333
2018 Q2	$47K	Hold	375	–	–	0.02%	337
2018 Q1	$45K	Hold	375	–	–	0.02%	345
2017 Q4	$46K	Hold	375	–	–	0.02%	360
2017 Q3	$43K	Hold	375	–	–	0.02%	336
2017 Q2	$42K	Hold	375	–	–	0.02%	340
2017 Q1	$41K	Hold	375	–	–	0.02%	328
2016 Q4	$38K	Hold	375	–	–	0.02%	371
2016 Q3	$37K	Hold	375	–	–	0.02%	337
2016 Q2	$36K	Hold	375	–	–	0.02%	335
2016 Q1	$35K	Hold	375	–	–	0.02%	348
2015 Q4	$35K	Hold	375	–	–	0.02%	348
2015 Q3	$33K	Hold	375	–	–	0.02%	333
2015 Q2	$36K	Hold	375	–	–	0.02%	312
2015 Q1	$36K	Hold	375	–	–	0.02%	272
2014 Q4	$35K	Hold	375	–	–	0.02%	285
2014 Q3	$34K	Hold	375	–	–	0.02%	268
2014 Q2	$34K	Sell	375 -234	-38%	-$21.2K	0.02%	283
2014 Q1	$52K	Hold	609	–	–	0.03%	232
2013 Q4	$52K	Buy	609 +234	+62%	+$20K	0.03%	243
2013 Q3	$29K	Hold	375	–	–	0.02%	251
2013 Q2	$28K	Buy	+375	New	+$28K	0.02%	267