Barton Investment 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 | $218K | Hold |
1,235
| – | – | 0.02% | 48 |
|
2025
Q1 | $213K | Hold |
1,235
| – | – | 0.03% | 46 |
|
2024
Q4 | $209K | Hold |
1,235
| – | – | 0.02% | 48 |
|
2024
Q3 | $216K | Buy |
+1,235
| New | +$216K | 0.03% | 47 |
|
2024
Q2 | – | Sell |
-1,235
| Closed | -$201K | – | 46 |
|
2024
Q1 | $201K | Buy |
+1,235
| New | +$201K | 0.02% | 45 |
|