TCWA
Turtle Creek Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Buy |
+1,053
| New | +$462K | 0.05% | 179 |
|
|
2024
Q4 | – | Sell |
-1,043
| Closed | -$400K | – | 165 |
|
|
2024
Q3 | $400K | Hold |
1,043
| – | – | 0.08% | 120 |
|
|
2024
Q2 | $390K | Buy |
1,043
+991
| +1,906% | +$371K | 0.09% | 104 |
|
|
2024
Q1 | $17.9K | Buy |
52
+8
| +18% | +$2.75K | ﹤0.01% | 175 |
|
|
2023
Q4 | $13.7K | Buy |
+44
| New | +$13.7K | ﹤0.01% | 495 |
|