Edge Financial Advisors’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
$468K Buy
2,633
+706
+37% +$125K 0.25% 72
2025
Q1
$333K Buy
1,927
+117
+6% +$20.2K 0.21% 68
2024
Q4
$306K Buy
1,810
+8
+0.4% +$1.35K 0.27% 71
2024
Q3
$315K Buy
+1,802
New +$315K 0.28% 70
2024
Q1
$291K Buy
+1,786
New +$291K 0.26% 99