CFFP
Center for Financial Planning’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Sell |
11,207
-8
| -0.1% | -$1.41K | 0.23% | 40 |
|
|
2025
Q1 | $1.94M | Buy |
11,215
+1,299
| +13% | +$224K | 0.25% | 39 |
|
|
2024
Q4 | $1.68M | Hold |
9,916
| – | – | 0.22% | 42 |
|
|
2024
Q3 | $1.73M | Sell |
9,916
-1,102
| -10% | -$192K | 0.23% | 39 |
|
|
2024
Q2 | $1.77M | Hold |
11,018
| – | – | 0.26% | 39 |
|
|
2024
Q1 | $1.79M | Buy |
11,018
+62
| +0.6% | +$10.1K | 0.27% | 39 |
|
|
2023
Q4 | $1.64M | Sell |
10,956
-54
| -0.5% | -$8.07K | 0.3% | 35 |
|
|
2023
Q3 | $1.52M | Buy |
11,010
+54
| +0.5% | +$7.45K | 0.33% | 35 |
|
|
2023
Q2 | $1.56M | Buy |
10,956
+443
| +4% | +$63K | 0.33% | 34 |
|
|
2023
Q1 | $1.45M | Sell |
10,513
-814
| -7% | -$112K | 0.33% | 37 |
|
|
2022
Q4 | $1.59M | Hold |
11,327
| – | – | 0.39% | 29 |
|
|
2022
Q3 | $1.4M | Hold |
11,327
| – | – | 0.37% | 29 |
|
|
2022
Q2 | $1.49M | Buy |
11,327
+108
| +1% | +$14.2K | 0.38% | 28 |
|
|
2022
Q1 | $1.66M | Hold |
11,219
| – | – | 0.34% | 29 |
|
|
2021
Q4 | $1.65M | Sell |
11,219
-86
| -0.8% | -$12.6K | 0.34% | 30 |
|
|
2021
Q3 | $1.53M | Hold |
11,305
| – | – | 0.37% | 30 |
|
|
2021
Q2 | $1.55M | Hold |
11,305
| – | – | 0.38% | 30 |
|
|
2021
Q1 | $1.49M | Buy |
11,305
+1,380
| +14% | +$181K | 0.39% | 27 |
|
|
2020
Q4 | $1.18M | Hold |
9,925
| – | – | 0.33% | 34 |
|
|
2020
Q3 | $1.04M | Buy |
9,925
+4,000
| +68% | +$418K | 0.33% | 36 |
|
|
2020
Q2 | $590K | Buy |
5,925
+1,881
| +47% | +$187K | 0.21% | 55 |
|
|
2020
Q1 | $360K | Sell |
4,044
-1,273
| -24% | -$113K | 0.12% | 73 |
|
|
2019
Q4 | $637K | Buy |
+5,317
| New | +$637K | 0.16% | 57 |
|