Discipline Wealth Solutions’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 | $959K | Buy |
5,425
+1,650
| +44% | +$292K | 0.37% | 42 |
|
|
2025
Q1 | $652K | Sell |
3,775
-355
| -9% | -$61.3K | 0.31% | 40 |
|
|
2024
Q4 | $699K | Sell |
4,130
-226
| -5% | -$38.3K | 0.32% | 39 |
|
|
2024
Q3 | $760K | Buy |
4,356
+1,305
| +43% | +$228K | 0.4% | 34 |
|
|
2024
Q2 | $489K | Buy |
3,051
+342
| +13% | +$54.9K | 0.39% | 18 |
|
|
2024
Q1 | $439K | Sell |
2,709
-2,097
| -44% | -$340K | 0.41% | 15 |
|
|
2023
Q4 | $732K | Buy |
+4,806
| New | +$732K | 0.73% | 15 |
|