Caerus Investment 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
2022
Q1
Sell
-1,498
Closed -$220K 71
2021
Q4
$220K Buy
+1,498
New +$220K 0.24% 57