TCWA
Ten Capital Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $6.14M | Buy |
30,882
+1,220
| +4% | +$243K | 1.78% | 12 |
|
|
2023
Q1 | $5.62M | Buy |
29,662
+983
| +3% | +$186K | 1.83% | 9 |
|
|
2022
Q4 | $5.26M | Sell |
28,679
-13
| -0% | -$2.39K | 2.11% | 10 |
|
|
2022
Q3 | $4.9M | Buy |
28,692
+1,223
| +4% | +$209K | 2.23% | 9 |
|
|
2022
Q2 | $4.84M | Sell |
27,469
-4,004
| -13% | -$705K | 2.11% | 9 |
|
|
2022
Q1 | $6.69M | Buy |
31,473
+9,606
| +44% | +$2.04M | 2.79% | 9 |
|
|
2021
Q4 | $4.94M | Buy |
21,867
+5,267
| +32% | +$1.19M | 2.02% | 9 |
|
|
2021
Q3 | $3.63M | Buy |
16,600
+10,002
| +152% | +$2.19M | 1.7% | 13 |
|
|
2021
Q2 | $1.49M | Buy |
6,598
+3,725
| +130% | +$839K | 0.34% | 65 |
|
|
2021
Q1 | $615K | Buy |
2,873
+1,699
| +145% | +$364K | 0.15% | 83 |
|
|
2020
Q4 | $229K | Buy |
+1,174
| New | +$229K | 0.06% | 119 |
|