TCWA
Turtle Creek Wealth Advisors’s Vanguard Mega Cap Value ETF MGV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $535K | Buy |
+4,074
| New | +$535K | 0.06% | 165 |
|
2024
Q4 | – | Sell |
-4,074
| Closed | -$523K | – | 132 |
|
2024
Q3 | $523K | Hold |
4,074
| – | – | 0.1% | 99 |
|
2024
Q2 | $483K | Hold |
4,074
| – | – | 0.11% | 91 |
|
2024
Q1 | $487K | Hold |
4,074
| – | – | 0.12% | 93 |
|
2023
Q4 | $446K | Buy |
+4,074
| New | +$446K | 0.13% | 95 |
|