Cornerstone Planning 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 | $8.45K | Buy |
48
+1
| +2% | +$176 | ﹤0.01% | 597 |
|
2025
Q1 | $7.74K | Buy |
47
+30
| +176% | +$4.94K | ﹤0.01% | 628 |
|
2024
Q4 | $3.07K | Sell |
17
-47
| -73% | -$8.49K | ﹤0.01% | 685 |
|
2024
Q3 | $11K | Sell |
64
-21
| -25% | -$3.62K | ﹤0.01% | 400 |
|
2024
Q2 | $13.5K | Sell |
85
-10
| -11% | -$1.58K | ﹤0.01% | 378 |
|
2024
Q1 | $15K | Sell |
95
-133
| -58% | -$21K | ﹤0.01% | 336 |
|
2023
Q4 | $34.1K | Sell |
228
-127
| -36% | -$19K | 0.01% | 237 |
|
2023
Q3 | $49K | Sell |
355
-147
| -29% | -$20.3K | 0.02% | 187 |
|
2023
Q2 | $71.3K | Buy |
+502
| New | +$71.3K | 0.03% | 182 |
|
2022
Q4 | $171K | Buy |
+1,219
| New | +$171K | 0.07% | 109 |
|