AWM
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Aegis Wealth Management’s Vanguard Value ETF VTV Stock Holding History

Aegis Wealth Management’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.87M Hold
22,379
– – 2.32% 13
2025
Q1 		$3.87M Buy
22,379
+80
+0.4% +$13.8K 2.27% 13
2024
Q4 		$3.78M Buy
+22,299
New +$3.78M 2.55% 10