TCWA
Turtle Creek Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,644
| Closed | -$443K | – | 163 |
|
|
2024
Q3 | $443K | Sell |
2,644
-148
| -5% | -$24.8K | 0.09% | 112 |
|
|
2024
Q2 | $420K | Sell |
2,792
-459
| -14% | -$69K | 0.1% | 98 |
|
|
2024
Q1 | $507K | Sell |
3,251
-670
| -17% | -$104K | 0.12% | 91 |
|
|
2023
Q4 | $569K | Buy |
+3,921
| New | +$569K | 0.17% | 84 |
|