TBWA
Three Bridge Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,115
| Closed | -$271K | – | 93 |
|
|
2024
Q2 | $271K | Hold |
1,115
| – | – | 0.11% | 74 |
|
|
2024
Q1 | $279K | Hold |
1,115
| – | – | 0.11% | 77 |
|
|
2023
Q4 | $259K | Hold |
1,115
| – | – | 0.09% | 79 |
|
|
2023
Q3 | $232K | Hold |
1,115
| – | – | 0.1% | 78 |
|
|
2023
Q2 | $245K | Hold |
1,115
| – | – | 0.1% | 78 |
|
|
2023
Q1 | $235K | Buy |
+1,115
| New | +$235K | 0.11% | 80 |
|