Barnes Wealth Management Group’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
$549K Sell
3,107
-113
-4% -$20K 0.32% 72
2025
Q1
$556K Buy
3,220
+150
+5% +$25.9K 0.36% 70
2024
Q4
$520K Buy
+3,070
New +$520K 0.35% 68