Caldwell Trust’s Vanguard US Value Factor ETF VFVA Stock Holding History

Caldwell Trust’s Portfolio VFVA Stock Details VFVA Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$185K	Hold
2025 Q3	$178K	Hold
2025 Q2	$165K	Hold
2025 Q1	$159K	Hold
2024 Q4	$165K	Buy