Central Valley 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
2024
Q2
Sell
-3,226
Closed -$525K 193
2024
Q1
$525K Buy
3,226
+25
+0.8% +$4.07K 0.27% 75
2023
Q4
$478K Buy
+3,201
New +$478K 0.28% 81