CWG
Crown Wealth Group’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Sell |
1,628
-15,392
| -90% | -$2.72M | 0.11% | 85 |
|
|
2025
Q1 | $2.94M | Buy |
17,020
+14,999
| +742% | +$2.59M | 1.52% | 15 |
|
|
2024
Q4 | $342K | Sell |
2,021
-24,444
| -92% | -$4.14M | 0.14% | 76 |
|
|
2024
Q3 | $4.62M | Buy |
+26,465
| New | +$4.62M | 2.01% | 13 |
|