Advisor OS’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 | $982K | Buy |
5,554
+1,797
| +48% | +$318K | 0.1% | 154 |
|
|
2025
Q1 | $649K | Buy |
3,757
+1,351
| +56% | +$233K | 0.07% | 190 |
|
|
2024
Q4 | $407K | Buy |
2,406
+991
| +70% | +$168K | 0.05% | 262 |
|
|
2024
Q3 | $247K | Sell |
1,415
-73
| -5% | -$12.8K | 0.02% | 352 |
|
|
2024
Q2 | $239K | Buy |
1,488
+89
| +6% | +$14.3K | 0.03% | 346 |
|
|
2024
Q1 | $228K | Sell |
1,399
-42
| -3% | -$6.84K | 0.03% | 355 |
|
|
2023
Q4 | $215K | Buy |
+1,441
| New | +$215K | 0.03% | 313 |
|