Brown Miller 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 | $923K | Hold |
5,220
| – | – | 0.29% | 69 |
|
2025
Q1 | $902K | Hold |
5,220
| – | – | 0.31% | 65 |
|
2024
Q4 | $884K | Hold |
5,220
| – | – | 0.34% | 57 |
|
2024
Q3 | $911K | Hold |
5,220
| – | – | 0.35% | 58 |
|
2024
Q2 | $837K | Hold |
5,220
| – | – | 0.35% | 61 |
|
2024
Q1 | $850K | Buy |
5,220
+200
| +4% | +$32.6K | 0.37% | 59 |
|
2023
Q4 | $750K | Hold |
5,020
| – | – | 0.38% | 58 |
|
2023
Q3 | $692K | Hold |
5,020
| – | – | 0.39% | 59 |
|
2023
Q2 | $713K | Hold |
5,020
| – | – | 0.39% | 55 |
|
2023
Q1 | $693K | Hold |
5,020
| – | – | 0.41% | 57 |
|
2022
Q4 | $705K | Buy |
5,020
+650
| +15% | +$91.2K | 0.45% | 58 |
|
2022
Q3 | $539K | Buy |
+4,370
| New | +$539K | 0.38% | 59 |
|