Bard Financial Services’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-3,570
| Closed | -$507K | – | 316 |
|
2023
Q2 | $507K | Hold |
3,570
| – | – | 0.04% | 213 |
|
2023
Q1 | $493K | Hold |
3,570
| – | – | 0.04% | 215 |
|
2022
Q4 | $501K | Hold |
3,570
| – | – | 0.04% | 205 |
|
2022
Q3 | $441K | Hold |
3,570
| – | – | 0.04% | 207 |
|
2022
Q2 | $471K | Buy |
+3,570
| New | +$471K | 0.04% | 199 |
|