Bellwether Advisors’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 | $19.8K | Hold |
112
| – | – | ﹤0.01% | 302 |
|
2025
Q1 | $19.3K | Hold |
112
| – | – | ﹤0.01% | 276 |
|
2024
Q4 | $19K | Buy |
+112
| New | +$19K | ﹤0.01% | 290 |
|
2023
Q2 | – | Sell |
-112
| Closed | -$15.6K | – | 464 |
|
2023
Q1 | $15.6K | Sell |
112
-73
| -39% | -$10.2K | ﹤0.01% | 256 |
|
2022
Q4 | $26K | Sell |
185
-55
| -23% | -$7.72K | 0.01% | 229 |
|
2022
Q3 | $29K | Hold |
240
| – | – | 0.01% | 196 |
|
2022
Q2 | $31K | Hold |
240
| – | – | 0.01% | 193 |
|
2022
Q1 | $35K | Hold |
240
| – | – | 0.01% | 214 |
|
2021
Q4 | $35K | Hold |
240
| – | – | 0.01% | 223 |
|
2021
Q3 | $32K | Hold |
240
| – | – | 0.01% | 224 |
|
2021
Q2 | $32K | Hold |
240
| – | – | 0.01% | 199 |
|
2021
Q1 | $31K | Hold |
240
| – | – | 0.01% | 185 |
|
2020
Q4 | $28K | Buy |
+240
| New | +$28K | 0.01% | 185 |
|