BSW Wealth Partners’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
Q2 | – | Sell |
-1,235
| Closed | -$201K | – | 306 |
|
|
2024
Q1 | $201K | Sell |
1,235
-321
| -21% | -$52.3K | 0.03% | 290 |
|
|
2023
Q4 | $233K | Hold |
1,556
| – | – | 0.05% | 241 |
|
|
2023
Q3 | $215K | Sell |
1,556
-74
| -5% | -$10.2K | 0.05% | 222 |
|
|
2023
Q2 | $232K | Buy |
+1,630
| New | +$232K | 0.05% | 230 |
|
|
2022
Q2 | – | Sell |
-1,382
| Closed | -$204K | – | 310 |
|
|
2022
Q1 | $204K | Buy |
+1,382
| New | +$204K | 0.05% | 275 |
|