Alliance Wealth Advisors (Pennsylvania)’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 | $9.02M | Buy |
51,008
+2,995
| +6% | +$529K | 4.61% | 5 |
|
|
2025
Q1 | $8.29M | Buy |
48,013
+35,206
| +275% | +$6.08M | 4.7% | 4 |
|
|
2024
Q4 | $2.17M | Buy |
12,807
+3,097
| +32% | +$524K | 1.21% | 15 |
|
|
2024
Q3 | $1.7M | Sell |
9,710
-88
| -0.9% | -$15.4K | 0.97% | 18 |
|
|
2024
Q2 | $1.57M | Buy |
9,798
+131
| +1% | +$21K | 0.99% | 18 |
|
|
2024
Q1 | $1.57M | Buy |
+9,667
| New | +$1.57M | 0.99% | 19 |
|