Destiny Wealth Partners’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 | $1.35M | Buy |
7,616
+3,955
| +108% | +$699K | 0.18% | 73 |
|
|
2025
Q1 | $632K | Buy |
3,661
+1,570
| +75% | +$271K | 0.1% | 98 |
|
|
2024
Q4 | $354K | Buy |
2,091
+419
| +25% | +$70.9K | 0.06% | 127 |
|
|
2024
Q3 | $292K | Buy |
1,672
+17
| +1% | +$2.97K | 0.05% | 130 |
|
|
2024
Q2 | $265K | Sell |
1,655
-389
| -19% | -$62.4K | 0.05% | 135 |
|
|
2024
Q1 | $333K | Buy |
2,044
+114
| +6% | +$18.6K | 0.06% | 119 |
|
|
2023
Q4 | $288K | Hold |
1,930
| – | – | 0.05% | 132 |
|
|
2023
Q3 | $266K | Hold |
1,930
| – | – | 0.05% | 141 |
|
|
2023
Q2 | $283K | Buy |
+1,930
| New | +$283K | 0.05% | 139 |
|
|
2023
Q1 | – | Sell |
-12
| Closed | -$1.68K | – | 642 |
|
|
2022
Q4 | $1.68K | Buy |
+12
| New | +$1.68K | ﹤0.01% | 627 |
|
|
2022
Q1 | – | Sell |
-53
| Closed | -$8K | – | 607 |
|
|
2021
Q4 | $8K | Buy |
+53
| New | +$8K | ﹤0.01% | 462 |
|