TCWA
Turtle Creek Wealth Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.35M | Hold |
49,901
| – | – | 0.4% | 65 |
|
|
2025
Q1 | $3.03M | Buy |
49,901
+105
| +0.2% | +$6.37K | 0.45% | 66 |
|
|
2024
Q4 | $2.86M | Sell |
49,796
-498
| -1% | -$28.6K | 0.66% | 41 |
|
|
2024
Q3 | $3.17M | Buy |
50,294
+3,228
| +7% | +$203K | 0.64% | 50 |
|
|
2024
Q2 | $2.76M | Hold |
47,066
| – | – | 0.64% | 49 |
|
|
2024
Q1 | $2.76M | Sell |
47,066
-1,256
| -3% | -$73.7K | 0.68% | 52 |
|
|
2023
Q4 | $2.71M | Buy |
+48,322
| New | +$2.71M | 0.8% | 42 |
|