Boyd 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 | $20.2M | Buy |
114,022
+29,218
| +34% | +$5.16M | 8.73% | 3 |
|
|
2025
Q1 | $14.6M | Sell |
84,804
-18,542
| -18% | -$3.2M | 7.3% | 5 |
|
|
2024
Q4 | $17.5M | Buy |
103,346
+17,754
| +21% | +$3.01M | 8.63% | 3 |
|
|
2024
Q3 | $14.9M | Buy |
85,592
+14,630
| +21% | +$2.55M | 7.57% | 5 |
|
|
2024
Q2 | $11.4M | Buy |
70,962
+1,652
| +2% | +$265K | 6.28% | 5 |
|
|
2024
Q1 | $11.3M | Sell |
69,310
-31,284
| -31% | -$5.09M | 6.45% | 5 |
|
|
2023
Q4 | $15M | Buy |
100,594
+67,298
| +202% | +$10.1M | 9.35% | 2 |
|
|
2023
Q3 | $4.59M | Sell |
33,296
-83,570
| -72% | -$11.5M | 3.09% | 11 |
|
|
2023
Q2 | $16.6M | Buy |
116,866
+1,293
| +1% | +$184K | 10.09% | 3 |
|
|
2023
Q1 | $16M | Buy |
115,573
+21,944
| +23% | +$3.03M | 11.08% | 2 |
|
|
2022
Q4 | $13.1M | Buy |
93,629
+24,748
| +36% | +$3.47M | 9.65% | 3 |
|
|
2022
Q3 | $8.51M | Sell |
68,881
-5,928
| -8% | -$732K | 6.81% | 5 |
|
|
2022
Q2 | $9.87M | Buy |
74,809
+50,842
| +212% | +$6.71M | 8.06% | 4 |
|
|
2022
Q1 | $3.54M | Buy |
23,967
+618
| +3% | +$91.3K | 2.65% | 12 |
|
|
2021
Q4 | $3.44M | Buy |
+23,349
| New | +$3.44M | 2.49% | 13 |
|