TTWM
TCV Trust & Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
981
+291
| +42% | +$128K | 0.04% | 157 |
|
|
2025
Q1 | $256K | Hold |
690
| – | – | 0.02% | 182 |
|
|
2024
Q4 | $283K | Hold |
690
| – | – | 0.03% | 168 |
|
|
2024
Q3 | $265K | Sell |
690
-362
| -34% | -$139K | 0.02% | 174 |
|
|
2024
Q2 | $393K | Sell |
1,052
-253
| -19% | -$94.6K | 0.04% | 150 |
|
|
2024
Q1 | $449K | Hold |
1,305
| – | – | 0.04% | 145 |
|
|
2023
Q4 | $406K | Hold |
1,305
| – | – | 0.04% | 149 |
|
|
2023
Q3 | $355K | Hold |
1,305
| – | – | 0.04% | 149 |
|
|
2023
Q2 | $369K | Hold |
1,305
| – | – | 0.04% | 150 |
|
|
2023
Q1 | $326K | Buy |
+1,305
| New | +$326K | 0.04% | 157 |
|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$223K | – | 199 |
|
|
2022
Q2 | $223K | Buy |
+1,000
| New | +$223K | 0.03% | 186 |
|