Clear Perspectives Financial Planning’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $14.4M | Sell |
104,162
-6,447
| -6% | -$890K | 8.07% | 4 |
|
|
2022
Q4 | $15.5M | Buy |
110,609
+2,408
| +2% | +$338K | 8.25% | 3 |
|
|
2022
Q3 | $13.4M | Sell |
108,201
-5,180
| -5% | -$640K | 6.55% | 6 |
|
|
2022
Q2 | $15M | Buy |
113,381
+7,361
| +7% | +$971K | 5.83% | 7 |
|
|
2022
Q1 | $15.7M | Buy |
106,020
+28,581
| +37% | +$4.22M | 5.94% | 6 |
|
|
2021
Q4 | $11.4M | Buy |
77,439
+378
| +0.5% | +$55.6K | 4.61% | 8 |
|
|
2021
Q3 | $10.4M | Buy |
77,061
+14,013
| +22% | +$1.9M | 4.73% | 7 |
|
|
2021
Q2 | $8.67M | Buy |
63,048
+47,487
| +305% | +$6.53M | 4.19% | 8 |
|
|
2021
Q1 | $2.05M | Buy |
+15,561
| New | +$2.05M | 1.19% | 22 |
|