Copia Wealth Management’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	$1.05M	Sell	5,957 -334	-5%	-$59K	0.89%	31
2025 Q1	$1.09M	Sell	6,291 -4	-0.1%	-$691	1.01%	26
2024 Q4	$1.07M	Buy	+6,295	New	+$1.07M	1.01%	29