TCWA
Turtle Creek Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
+885
| New | +$269K | 0.03% | 227 |
|
|
2024
Q4 | – | Sell |
-932
| Closed | -$264K | – | 164 |
|
|
2024
Q3 | $264K | Buy |
932
+216
| +30% | +$61.2K | 0.05% | 151 |
|
|
2024
Q2 | $192K | Buy |
716
+183
| +34% | +$49K | 0.04% | 156 |
|
|
2024
Q1 | $139K | Buy |
533
+11
| +2% | +$2.86K | 0.03% | 153 |
|
|
2023
Q4 | $124K | Buy |
+522
| New | +$124K | 0.04% | 176 |
|