Capstone Wealth Management Group (Oregon)’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	$984K	Buy	5,568 +52	+0.9%	+$9.19K	0.72%	38
2025 Q1	$953K	Sell	5,516 -87	-2%	-$15K	0.76%	37
2024 Q4	$949K	Buy	+5,603	New	+$949K	0.72%	38