TCWA
Turtle Creek Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Buy |
+1,906
| New | +$533K | 0.06% | 166 |
|
|
2024
Q4 | – | Sell |
-1,312
| Closed | -$346K | – | 162 |
|
|
2024
Q3 | $346K | Buy |
1,312
+106
| +9% | +$28K | 0.07% | 126 |
|
|
2024
Q2 | $292K | Buy |
1,206
+52
| +5% | +$12.6K | 0.07% | 124 |
|
|
2024
Q1 | $288K | Buy |
1,154
+16
| +1% | +$4K | 0.07% | 121 |
|
|
2023
Q4 | $265K | Buy |
+1,138
| New | +$265K | 0.08% | 124 |
|