CWM
VTV icon

Centricity Wealth Management’s Vanguard Value ETF VTV Stock Holding History

Centricity Wealth Management’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$65.6K Sell
371
-279
-43% -$49.3K 0.05% 143
2025
Q1 		$112K Hold
650
– – 0.1% 107
2024
Q4 		$110K Buy
+650
New +$110K 0.1% 107