Claris Financial’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	$3.33M	Sell	18,854 -6,273	-25%	-$1.11M	2.51%	8
2025 Q1	$4.25M	Hold	25,127	–	–	2.8%	8
2024 Q4	$4.25M	Buy	+25,127	New	+$4.25M	2.8%	8