DWM
Diversify Wealth Management’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
7,981
+119
| +2% | +$21.4K | 0.09% | 219 |
|
|
2025
Q1 | $1.31M | Buy |
7,862
+474
| +6% | +$78.8K | 0.1% | 208 |
|
|
2024
Q4 | $1.24M | Buy |
7,388
+3,876
| +110% | +$650K | 0.1% | 187 |
|
|
2024
Q3 | $616K | Buy |
+3,512
| New | +$616K | 0.06% | 276 |
|