Bridgewealth Advisory Group’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 | $13.4M | Buy |
75,782
+55,374
| +271% | +$9.79M | 3.4% | 8 |
|
|
2025
Q1 | $3.53M | Sell |
20,408
-28,776
| -59% | -$4.97M | 4.63% | 5 |
|
|
2024
Q4 | $8.74M | Buy |
49,184
+19,999
| +69% | +$3.56M | 2.47% | 12 |
|
|
2024
Q3 | $5.09M | Buy |
29,185
+3,353
| +13% | +$585K | 1.85% | 19 |
|
|
2024
Q2 | $4.14M | Buy |
25,832
+1,045
| +4% | +$168K | 1.84% | 20 |
|
|
2024
Q1 | $4.04M | Buy |
24,787
+3,400
| +16% | +$554K | 1.98% | 19 |
|
|
2023
Q4 | $3.2M | Buy |
21,387
+2,402
| +13% | +$359K | 2.45% | 12 |
|
|
2023
Q3 | $2.62M | Buy |
18,985
+1,060
| +6% | +$146K | 3.22% | 8 |
|
|
2023
Q2 | $2.55M | Sell |
17,925
-289
| -2% | -$41.1K | 4.14% | 7 |
|
|
2023
Q1 | $2.52M | Sell |
18,214
-3,306
| -15% | -$457K | 4.64% | 7 |
|
|
2022
Q4 | $3.02M | Buy |
+21,520
| New | +$3.02M | 5.92% | 5 |
|