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