Capstone Financial 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
2025 Q2	$374K	Sell	2,117 -67	-3%	-$11.8K	0.02%	109
2025 Q1	$377K	Buy	2,184 +115	+6%	+$19.9K	0.02%	102
2024 Q4	$350K	Buy	+2,069	New	+$350K	0.02%	107