Court Place Advisors’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,987
| Closed | -$211K | – | 174 |
|
|
2017
Q4 | $211K | Sell |
1,987
-500
| -20% | -$53.1K | 0.09% | 157 |
|
|
2017
Q3 | $248K | Hold |
2,487
| – | – | 0.11% | 147 |
|
|
2017
Q2 | $240K | Sell |
2,487
-500
| -17% | -$48.3K | 0.11% | 142 |
|
|
2017
Q1 | $285K | Hold |
2,987
| – | – | 0.14% | 127 |
|
|
2016
Q4 | $278K | Buy |
+2,987
| New | +$278K | 0.14% | 121 |
|