TCWA
Turtle Creek Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.17M | Buy |
125,703
+27,157
| +28% | +$1.55M | 0.85% | 35 |
|
2025
Q1 | $5.01M | Sell |
98,546
-1,326
| -1% | -$67.4K | 0.75% | 46 |
|
2024
Q4 | $4.78M | Buy |
99,872
+45,057
| +82% | +$2.15M | 1.1% | 28 |
|
2024
Q3 | $2.89M | Sell |
54,815
-728
| -1% | -$38.4K | 0.58% | 54 |
|
2024
Q2 | $2.74M | Buy |
55,543
+1,482
| +3% | +$73.2K | 0.64% | 50 |
|
2024
Q1 | $2.71M | Buy |
54,061
+19,809
| +58% | +$994K | 0.67% | 53 |
|
2023
Q4 | $1.64M | Buy |
+34,252
| New | +$1.64M | 0.48% | 60 |
|