Arcadia Wealth Management (New Hampshire)’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 | $23.3M | Buy |
131,989
+12,406
| +10% | +$2.19M | 10.2% | 3 |
|
|
2025
Q1 | $20.7M | Sell |
119,583
-5,205
| -4% | -$899K | 10.2% | 3 |
|
|
2024
Q4 | $21.1M | Buy |
124,788
+3,628
| +3% | +$614K | 10.69% | 3 |
|
|
2024
Q3 | $21.2M | Buy |
121,160
+9,612
| +9% | +$1.68M | 11.13% | 3 |
|
|
2024
Q2 | $17.9M | Buy |
111,548
+10,377
| +10% | +$1.66M | 10.22% | 3 |
|
|
2024
Q1 | $16.5M | Buy |
101,171
+7,956
| +9% | +$1.29M | 10.12% | 3 |
|
|
2023
Q4 | $13.9M | Buy |
93,215
+6,288
| +7% | +$940K | 9.68% | 4 |
|
|
2023
Q3 | $12M | Buy |
86,927
+2,913
| +3% | +$402K | 9.35% | 4 |
|
|
2023
Q2 | $11.9M | Buy |
+84,014
| New | +$11.9M | 8.81% | 4 |
|