Client 1st Advisory Group’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
$410K Hold
2,318
0.15% 74
2025
Q1
$400K Hold
2,318
0.16% 71
2024
Q4
$392K Buy
+2,318
New +$392K 0.15% 74