DWS
Dynamic Wealth Strategies’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.87M | Sell |
55,837
-9,541
| -15% | -$1.69M | 7.11% | 5 |
|
|
2025
Q1 | $11.3M | Sell |
65,378
-2,037
| -3% | -$352K | 9.39% | 1 |
|
|
2024
Q4 | $11.4M | Sell |
67,415
-7
| -0% | -$1.19K | 10.16% | 1 |
|
|
2024
Q3 | $11.8M | Sell |
67,422
-792
| -1% | -$138K | 9.6% | 1 |
|
|
2024
Q2 | $10.9M | Sell |
68,214
-1,213
| -2% | -$195K | 9.4% | 1 |
|
|
2024
Q1 | $11.3M | Sell |
69,427
-1,555
| -2% | -$253K | 9.66% | 1 |
|
|
2023
Q4 | $10.6M | Buy |
+70,982
| New | +$10.6M | 9.77% | 1 |
|