All Terrain Financial Advisors’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-1,880
| Closed | -$225K | – | 139 |
|
2019
Q4 | $225K | Hold |
1,880
| – | – | 0.07% | 107 |
|
2019
Q3 | $210K | Buy |
1,880
+7
| +0.4% | +$782 | 0.07% | 118 |
|
2019
Q2 | $208K | Buy |
1,873
+7
| +0.4% | +$777 | 0.07% | 122 |
|
2019
Q1 | $201K | Buy |
+1,866
| New | +$201K | 0.07% | 125 |
|
2018
Q4 | – | Sell |
-2,101
| Closed | -$232K | – | 150 |
|
2018
Q3 | $232K | Sell |
2,101
-54
| -3% | -$5.96K | 0.09% | 113 |
|
2018
Q2 | $224K | Buy |
2,155
+7
| +0.3% | +$728 | 0.1% | 118 |
|
2018
Q1 | $222K | Sell |
2,148
-119
| -5% | -$12.3K | 0.1% | 119 |
|
2017
Q4 | $241K | Buy |
+2,267
| New | +$241K | 0.11% | 107 |
|