BWM
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Bernard Wealth Management’s Vanguard Value ETF VTV Stock Holding History

Bernard Wealth Management’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$113K Sell
642
-582
-48% -$103K 0.05% 83
2025
Q1 		$211K Buy
1,224
+582
+91% +$101K 0.1% 57
2024
Q4 		$109K Buy
+642
New +$109K 0.05% 79