TTWM
TCV Trust & Wealth Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Sell |
152,172
-2,930
| -2% | -$297K | 1.35% | 23 |
|
|
2025
Q1 | $15M | Sell |
155,102
-1,501
| -1% | -$145K | 1.39% | 28 |
|
|
2024
Q4 | $16.6M | Buy |
156,603
+1,516
| +1% | +$161K | 1.53% | 18 |
|
|
2024
Q3 | $16.8M | Buy |
155,087
+160
| +0.1% | +$17.3K | 1.5% | 22 |
|
|
2024
Q2 | $15.2M | Buy |
154,927
+9,140
| +6% | +$898K | 1.45% | 24 |
|
|
2024
Q1 | $14.8M | Buy |
+145,787
| New | +$14.8M | 1.42% | 25 |
|