Axis Wealth Partners’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
$533K Sell
3,017
-759
-20% -$134K 0.35% 82
2025
Q1
$652K Sell
3,776
-43
-1% -$7.43K 0.48% 59
2024
Q4
$647K Buy
+3,819
New +$647K 0.54% 52