Baron Wealth Management’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 | $543K | Hold |
3,075
| – | – | 0.19% | 72 |
|
|
2025
Q1 | $531K | Buy |
3,075
+18
| +0.6% | +$3.11K | 0.23% | 67 |
|
|
2024
Q4 | $518K | Buy |
3,057
+18
| +0.6% | +$3.05K | 0.24% | 62 |
|
|
2024
Q3 | $531K | Buy |
3,039
+34
| +1% | +$5.94K | 0.26% | 61 |
|
|
2024
Q2 | $482K | Buy |
3,005
+39
| +1% | +$6.26K | 0.25% | 62 |
|
|
2024
Q1 | $483K | Buy |
2,966
+1,342
| +83% | +$219K | 0.26% | 59 |
|
|
2023
Q4 | $243K | Buy |
1,624
+4
| +0.2% | +$598 | 0.13% | 141 |
|
|
2023
Q3 | $223K | Buy |
+1,620
| New | +$223K | 0.14% | 121 |
|