Aries Wealth Management’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 | $5.64M | Sell |
31,937
-797
| -2% | -$141K | 1.48% | 14 |
|
|
2025
Q1 | $5.65M | Buy |
32,734
+1,093
| +3% | +$189K | 1.54% | 12 |
|
|
2024
Q4 | $5.36M | Buy |
31,641
+7,443
| +31% | +$1.26M | 1.47% | 13 |
|
|
2024
Q3 | $4.22M | Buy |
24,198
+5,227
| +28% | +$912K | 1.16% | 22 |
|
|
2024
Q2 | $3.04M | Buy |
18,971
+2,985
| +19% | +$479K | 0.96% | 28 |
|
|
2024
Q1 | $2.6M | Buy |
15,986
+5,666
| +55% | +$923K | 0.84% | 32 |
|
|
2023
Q4 | $1.54M | Buy |
10,320
+4,020
| +64% | +$601K | 0.55% | 51 |
|
|
2023
Q3 | $874K | Buy |
+6,300
| New | +$874K | 0.34% | 76 |
|