Abound Wealth Management’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Buy |
2,827
+620
| +28% | +$110K | 0.14% | 45 |
|
|
2025
Q1 | $381K | Buy |
2,207
+372
| +20% | +$64.3K | 0.13% | 45 |
|
|
2024
Q4 | $311K | Buy |
1,835
+221
| +14% | +$37.4K | 0.1% | 49 |
|
|
2024
Q3 | $282K | Buy |
1,614
+42
| +3% | +$7.33K | 0.09% | 49 |
|
|
2024
Q2 | $252K | Sell |
1,572
-229
| -13% | -$36.7K | 0.09% | 50 |
|
|
2024
Q1 | $293K | Buy |
1,801
+229
| +15% | +$37.3K | 0.11% | 45 |
|
|
2023
Q4 | $235K | Sell |
1,572
-92
| -6% | -$13.8K | 0.09% | 49 |
|
|
2023
Q3 | $230K | Buy |
1,664
+237
| +17% | +$32.7K | 0.1% | 48 |
|
|
2023
Q2 | $203K | Buy |
1,427
+40
| +3% | +$5.69K | 0.08% | 51 |
|
|
2023
Q1 | $192K | Sell |
1,387
-395
| -22% | -$54.6K | 0.09% | 52 |
|
|
2022
Q4 | $250K | Buy |
1,782
+399
| +29% | +$56K | 0.12% | 42 |
|
|
2022
Q3 | $171K | Buy |
1,383
+99
| +8% | +$12.2K | 0.09% | 48 |
|
|
2022
Q2 | $169K | Buy |
1,284
+22
| +2% | +$2.9K | 0.09% | 45 |
|
|
2022
Q1 | $187K | Buy |
1,262
+145
| +13% | +$21.4K | 0.13% | 44 |
|
|
2021
Q4 | $164K | Buy |
+1,117
| New | +$164K | 0.13% | 41 |
|