Vance Wealth’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,940
| Closed | -$228K | – | 109 |
|
|
2024
Q4 | $228K | Sell |
1,940
-54
| -3% | -$6.35K | 0.09% | 90 |
|
|
2024
Q3 | $219K | Buy |
+1,994
| New | +$219K | 0.08% | 92 |
|
|
2022
Q2 | – | Sell |
-3,619
| Closed | -$251K | – | 66 |
|
|
2022
Q1 | $251K | Buy |
3,619
+305
| +9% | +$21.2K | 0.32% | 48 |
|
|
2021
Q4 | $304K | Buy |
+3,314
| New | +$304K | 0.3% | 43 |
|