Bull Oak Capital’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 | $991K | Sell |
5,606
-1
| -0% | -$177 | 0.45% | 19 |
|
|
2025
Q1 | $969K | Buy |
5,607
+33
| +0.6% | +$5.7K | 0.53% | 15 |
|
|
2024
Q4 | $944K | Buy |
5,574
+32
| +0.6% | +$5.42K | 0.52% | 14 |
|
|
2024
Q3 | $967K | Buy |
+5,542
| New | +$967K | 0.56% | 14 |
|
|
2022
Q2 | – | Sell |
-57,658
| Closed | -$8.52M | – | 32 |
|
|
2022
Q1 | $8.52M | Sell |
57,658
-19,723
| -25% | -$2.91M | 6.99% | 5 |
|
|
2021
Q4 | $11.4M | Buy |
+77,381
| New | +$11.4M | 10.32% | 3 |
|