Coordinated Financial Services’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
$512K Buy
2,899
+33
+1% +$5.83K 0.35% 83
2025
Q1
$495K Sell
2,866
-73
-2% -$12.6K 0.38% 78
2024
Q4
$498K Buy
+2,939
New +$498K 0.39% 76
2024
Q2
$427K Sell
2,662
-102
-4% -$16.4K 0.37% 75
2024
Q1
$450K Buy
+2,764
New +$450K 0.39% 72