BKM 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 | $3.06M | Buy |
17,340
+289
| +2% | +$51.1K | 1.2% | 19 |
|
|
2025
Q1 | $2.95M | Buy |
17,051
+527
| +3% | +$91K | 1.21% | 18 |
|
|
2024
Q4 | $2.8M | Sell |
16,524
-209
| -1% | -$35.4K | 1.15% | 22 |
|
|
2024
Q3 | $2.92M | Buy |
16,733
+637
| +4% | +$111K | 1.19% | 20 |
|
|
2024
Q2 | $2.58M | Buy |
16,096
+1,399
| +10% | +$224K | 1.24% | 18 |
|
|
2024
Q1 | $2.39M | Buy |
14,697
+268
| +2% | +$43.6K | 1.03% | 22 |
|
|
2023
Q4 | $2.16M | Buy |
+14,429
| New | +$2.16M | 0.92% | 23 |
|