Bromfield Sneider Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $269K | Hold |
1,653
| – | – | 0.17% | 44 |
|
|
2023
Q4 | $247K | Hold |
1,653
| – | – | 0.17% | 40 |
|
|
2023
Q3 | $228K | Hold |
1,653
| – | – | 0.17% | 38 |
|
|
2023
Q2 | $235K | Hold |
1,653
| – | – | 0.19% | 35 |
|
|
2023
Q1 | $228K | Hold |
1,653
| – | – | 0.19% | 34 |
|
|
2022
Q4 | $232K | Hold |
1,653
| – | – | 0.22% | 31 |
|
|
2022
Q3 | $204K | Sell |
1,653
-255
| -13% | -$31.5K | 0.24% | 31 |
|
|
2022
Q2 | $252K | Hold |
1,908
| – | – | 0.31% | 25 |
|
|
2022
Q1 | $282K | Hold |
1,908
| – | – | 0.3% | 22 |
|
|
2021
Q4 | $281K | Buy |
+1,908
| New | +$281K | 0.29% | 20 |
|