TCWA
Turtle Creek Wealth Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Buy |
+7,133
| New | +$749K | 0.09% | 130 |
|
|
2024
Q4 | – | Sell |
-7,133
| Closed | -$753K | – | 116 |
|
|
2024
Q3 | $753K | Hold |
7,133
| – | – | 0.15% | 81 |
|
|
2024
Q2 | $707K | Hold |
7,133
| – | – | 0.16% | 78 |
|
|
2024
Q1 | $735K | Hold |
7,133
| – | – | 0.18% | 79 |
|
|
2023
Q4 | $670K | Buy |
+7,133
| New | +$670K | 0.2% | 82 |
|