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Delap Wealth Advisory’s Vanguard Value ETF VTV Stock Holding History

Delap Wealth Advisory’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$315K Hold
1,785
– – 0.15% 64
2025
Q1 		$308K Sell
1,785
-21
-1% -$3.63K 0.17% 59
2024
Q4 		$306K Buy
+1,806
New +$306K 0.18% 57