Baron Financial 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-776
| Closed | -$102K | – | 195 |
|
2022
Q2 | $102K | Hold |
776
| – | – | 0.07% | 57 |
|
2022
Q1 | $115K | Hold |
776
| – | – | 0.07% | 59 |
|
2021
Q4 | $114K | Hold |
776
| – | – | 0.06% | 63 |
|
2021
Q3 | $105K | Hold |
776
| – | – | 0.06% | 64 |
|
2021
Q2 | $107K | Buy |
776
+53
| +7% | +$7.29K | 0.07% | 66 |
|
2021
Q1 | $95K | Hold |
723
| – | – | 0.07% | 71 |
|
2020
Q4 | $86K | Hold |
723
| – | – | 0.07% | 67 |
|
2020
Q3 | $75.6K | Buy |
+723
| New | +$75.6K | 0.07% | 69 |
|