TCWA
Ten Capital Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.13M | Buy |
36,814
+2,351
| +7% | +$136K | 0.62% | 24 |
|
|
2023
Q1 | $2.02M | Buy |
34,463
+2,306
| +7% | +$135K | 0.66% | 23 |
|
|
2022
Q4 | $1.86M | Sell |
32,157
-486
| -1% | -$28.1K | 0.75% | 24 |
|
|
2022
Q3 | $1.89M | Sell |
32,643
-4,964
| -13% | -$287K | 0.86% | 24 |
|
|
2022
Q2 | $2.21M | Sell |
37,607
-1,430
| -4% | -$84.2K | 0.96% | 24 |
|
|
2022
Q1 | $2.31M | Buy |
39,037
+6,729
| +21% | +$399K | 0.97% | 23 |
|
|
2021
Q4 | $1.97M | Buy |
32,308
+4,784
| +17% | +$291K | 0.8% | 25 |
|
|
2021
Q3 | $1.69M | Buy |
27,524
+4,035
| +17% | +$248K | 0.79% | 25 |
|
|
2021
Q2 | $1.44M | Buy |
23,489
+201
| +0.9% | +$12.3K | 0.33% | 67 |
|
|
2021
Q1 | $1.43M | Buy |
23,288
+15,352
| +193% | +$944K | 0.35% | 65 |
|
|
2020
Q4 | $489K | Buy |
+7,936
| New | +$489K | 0.14% | 91 |
|