Balanced Rock Investment Advisors’s Vanguard Value ETF VTV Stock Holding History

Balanced Rock Investment Advisors’s Portfolio VTV Stock Details VTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$706K	Buy
2025 Q2	$637K	Buy
2025 Q1	$508K	Buy
2024 Q4	$472K	Buy
2024 Q3	$464K	Sell
2024 Q2	$435K	Sell
2024 Q1	$564K	Sell
2023 Q4	$923K	Buy