Turtle Creek Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-412
Closed -$103K 204
2024
Q2
$103K Hold
412
0.02% 166
2024
Q1
$98.8K Buy
412
+74
+22% +$17.7K 0.02% 159
2023
Q4
$73.7K Buy
+338
New +$73.7K 0.02% 225