Archvest Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Buy |
18,053
+1,196
| +7% | +$211K | 2.78% | 12 |
|
|
2025
Q1 | $2.91M | Buy |
16,857
+2,755
| +20% | +$476K | 2.41% | 15 |
|
|
2024
Q4 | $2.39M | Buy |
14,102
+3,504
| +33% | +$593K | 1.73% | 15 |
|
|
2024
Q3 | $1.85M | Buy |
10,598
+1,154
| +12% | +$201K | 1.17% | 15 |
|
|
2024
Q2 | $1.51M | Buy |
9,444
+4,468
| +90% | +$714K | 1% | 18 |
|
|
2024
Q1 | $807K | Buy |
4,976
+272
| +6% | +$44.1K | 0.57% | 28 |
|
|
2023
Q4 | $703K | Sell |
4,704
-1,003
| -18% | -$150K | 0.53% | 29 |
|
|
2023
Q3 | $787K | Buy |
5,707
+2,145
| +60% | +$296K | 0.64% | 23 |
|
|
2023
Q2 | $506K | Buy |
3,562
+918
| +35% | +$130K | 0.42% | 30 |
|
|
2023
Q1 | $365K | Buy |
2,644
+1,391
| +111% | +$192K | 0.32% | 33 |
|
|
2022
Q4 | $218K | Sell |
1,253
-1,481
| -54% | -$258K | 0.22% | 40 |
|
|
2022
Q3 | $338K | Buy |
+2,734
| New | +$338K | 0.35% | 33 |
|