Avantra Family Wealth’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
Q1
Sell
-4,115
Closed -$697K 170
2024
Q4
$697K Buy
+4,115
New +$697K 0.65% 49