Cypress Financial Planning’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 | $215K | Hold |
1,215
| – | – | 0.07% | 78 |
|
|
2025
Q1 | $210K | Sell |
1,215
-1
| -0.1% | -$173 | 0.07% | 77 |
|
|
2024
Q4 | $206K | Sell |
1,216
-85
| -7% | -$14.4K | 0.08% | 76 |
|
|
2024
Q3 | $227K | Buy |
1,301
+1
| +0.1% | +$175 | 0.08% | 69 |
|
|
2024
Q2 | $209K | Hold |
1,300
| – | – | 0.09% | 68 |
|
|
2024
Q1 | $212K | Buy |
+1,300
| New | +$212K | 0.1% | 64 |
|