Charis Legacy Partners’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	$1.72M	Buy	9,707 +85	+0.9%	+$15K	2.83%	11
2025 Q1	$1.66M	Buy	9,622 +98	+1%	+$16.9K	3.15%	9
2024 Q4	$1.61M	Buy	+9,524	New	+$1.61M	3.29%	9