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

Caldwell Trust’s Portfolio VFVA Stock Details VFVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$165K	Hold	1,396
2025 Q1	$159K	Hold	1,396
2024 Q4	$165K	Buy	+1,396