Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $194K | Hold |
1,111
| – | – | 0.1% | 96 |
|
|
2024
Q2 | $178K | Hold |
1,111
| – | – | 0.1% | 98 |
|
|
2024
Q1 | $181K | Hold |
1,111
| – | – | 0.11% | 100 |
|
|
2023
Q4 | $166K | Hold |
1,111
| – | – | 0.11% | 97 |
|
|
2023
Q3 | $153K | Hold |
1,111
| – | – | 0.12% | 96 |
|
|
2023
Q2 | $158K | Hold |
1,111
| – | – | 0.12% | 97 |
|
|
2023
Q1 | $153K | Hold |
1,111
| – | – | 0.12% | 94 |
|
|
2022
Q4 | $156K | Hold |
1,111
| – | – | 0.14% | 93 |
|
|
2022
Q3 | $137K | Hold |
1,111
| – | – | 0.13% | 91 |
|
|
2022
Q2 | $147K | Hold |
1,111
| – | – | 0.14% | 91 |
|
|
2022
Q1 | $164K | Buy |
1,111
+350
| +46% | +$51.7K | 0.13% | 91 |
|
|
2021
Q4 | $112K | Buy |
+761
| New | +$112K | 0.09% | 105 |
|