Barlow 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 | $456K | Hold |
2,552
| – | – | 0.05% | 83 |
|
2025
Q1 | $420K | Hold |
2,552
| – | – | 0.06% | 86 |
|
2024
Q4 | $440K | Hold |
2,552
| – | – | 0.06% | 86 |
|
2024
Q3 | $442K | Hold |
2,552
| – | – | 0.06% | 94 |
|
2024
Q2 | $419K | Buy |
2,552
+1,211
| +90% | +$199K | 0.06% | 95 |
|
2024
Q1 | $210K | Hold |
1,341
| – | – | 0.03% | 151 |
|
2023
Q4 | $200K | Buy |
+1,341
| New | +$200K | 0.03% | 146 |
|