TCM
Tradewinds Capital Management’s Vanguard Large-Cap ETF VV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $257K | Hold |
901
| – | – | 0.06% | 89 |
|
2025
Q1 | $232K | Hold |
901
| – | – | 0.06% | 89 |
|
2024
Q4 | $243K | Buy |
+901
| New | +$243K | 0.06% | 97 |
|
2022
Q2 | – | Sell |
-190
| Closed | -$40K | – | 803 |
|
2022
Q1 | $40K | Hold |
190
| – | – | 0.01% | 277 |
|
2021
Q4 | $42K | Hold |
190
| – | – | 0.01% | 274 |
|
2021
Q3 | $38K | Hold |
190
| – | – | 0.01% | 279 |
|
2021
Q2 | $38K | Hold |
190
| – | – | 0.01% | 288 |
|
2021
Q1 | $35K | Hold |
190
| – | – | 0.01% | 279 |
|
2020
Q4 | $33K | Sell |
190
-137
| -42% | -$23.8K | 0.01% | 269 |
|
2020
Q3 | $51K | Hold |
327
| – | – | 0.01% | 190 |
|
2020
Q2 | $47K | Hold |
327
| – | – | 0.01% | 199 |
|
2020
Q1 | $39K | Hold |
327
| – | – | 0.01% | 197 |
|
2019
Q4 | $48K | Hold |
327
| – | – | 0.02% | 205 |
|
2019
Q3 | $45K | Hold |
327
| – | – | 0.02% | 187 |
|
2019
Q2 | $44K | Sell |
327
-112
| -26% | -$15.1K | 0.02% | 190 |
|
2019
Q1 | $57K | Buy |
+439
| New | +$57K | 0.02% | 186 |
|